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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
Q2 		$284K Buy
2,601
+557
+27% +$60.7K 0.07% 238
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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Acorn Wealth Advisors's LQD Position: Q2 2026 in Review

Acorn Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q2 2026, buying an estimated $60.7K and bringing the position to 2,601 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #238.

Acorn Wealth Advisors first reported a position in LQD in Q4 2017 and has held it in 22 quarters since. The position peaked at $665K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Acorn Wealth Advisors held 2,601 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $284K as of Q2 2026.
  • Acorn Wealth Advisors bought 557 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $60.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Acorn Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • Acorn Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • Acorn Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $665K in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.