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Acorn Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Acorn Wealth Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
2,044
-9
-0.4% -$992 0.06% 248
2025
Q4 		$226K Buy
2,053
+109
+6% +$12.1K 0.07% 247
2025
Q3 		$217K Buy
1,944
+61
+3% +$6.71K 0.07% 260
2025
Q2 		$206K Sell
1,883
-4,239
-69% -$455K 0.08% 239
2025
Q1 		$665K Buy
6,122
+3,215
+111% +$346K 0.28% 83
2024
Q4 		$311K Buy
2,907
+11
+0.4% +$1.2K 0.13% 159
2024
Q3 		$327K Buy
2,896
+416
+17% +$46K 0.14% 152
2024
Q2 		$266K Sell
2,480
-56
-2% -$5.98K 0.13% 159
2024
Q1 		$276K Buy
2,536
+5
+0.2% +$543 0.14% 154
2023
Q4 		$280K Buy
2,531
+9
+0.4% +$937 0.17% 136
2023
Q3 		$257K Buy
2,522
+356
+16% +$37.5K 0.17% 138
2023
Q2 		$234K Buy
+2,166
New +$234K 0.16% 147
2022
Q2 		– Sell
-1,849
Closed -$224K – 174
2022
Q1 		$224K Sell
1,849
-6
-0.3% -$748 0.15% 159
2021
Q4 		$246K Sell
1,855
-39
-2% -$5.18K 0.16% 153
2021
Q3 		$252K Sell
1,894
-12
-0.6% -$1.62K 0.18% 139
2021
Q2 		$256K Sell
1,906
-106
-5% -$14K 0.18% 138
2021
Q1 		$262K Buy
2,012
+4
+0.2% +$532 0.19% 126
2020
Q4 		$277K Buy
+2,008
New +$273K 0.22% 112
2018
Q3 		– Sell
-729
Closed -$83K – 301
2018
Q2 		$83K Sell
729
-217
-23% -$25K 0.07% 194
2018
Q1 		$109K Buy
946
+137
+17% +$16.2K 0.09% 166
2017
Q4 		$98K Buy
+809
New +$97.9K 0.09% 173

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Acorn Wealth Advisors's LQD Position: Q1 2026 in Review

Acorn Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.44% in Q1 2026, selling an estimated $992 and leaving 2,044 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #248.

Acorn Wealth Advisors first reported a position in LQD in Q4 2017 and has held it in 21 quarters since. The position peaked at $665K in Q1 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Acorn Wealth Advisors held 2,044 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $223K as of Q1 2026.
  • Acorn Wealth Advisors sold 9 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $992.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q1 2026, its #248 holding.
  • Acorn Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 21 quarters since.
  • Acorn Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $665K in Q1 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.