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Adaptive Financial Consulting’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Adaptive Financial Consulting’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 		$632K Buy
5,796
+158
+3% +$17.4K 0.24% 16
2025
Q4 		$621K Sell
5,638
-9
-0.2% -$1K 0.24% 16
2025
Q3 		$629K Sell
5,647
-553
-9% -$60.8K 0.25% 16
2025
Q2 		$680K Sell
6,200
-189
-3% -$20.3K 0.28% 16
2025
Q1 		$694K Buy
6,389
+477
+8% +$51.4K 0.3% 15
2024
Q4 		$632K Buy
5,912
+25
+0.4% +$2.74K 0.26% 15
2024
Q3 		$665K Buy
5,887
+63
+1% +$6.97K 0.27% 15
2024
Q2 		$624K Sell
5,824
-545
-9% -$58.2K 0.27% 15
2024
Q1 		$694K Buy
6,369
+502
+9% +$54.5K 0.31% 15
2023
Q4 		$649K Buy
5,867
+17
+0.3% +$1.77K 0.35% 12
2023
Q3 		$597K Sell
5,850
-320
-5% -$33.7K 0.34% 12
2023
Q2 		$667K Buy
6,170
+690
+13% +$74.6K 0.37% 12
2023
Q1 		$601K Buy
5,480
+79
+1% +$8.55K 0.32% 13
2022
Q4 		$569K Buy
5,401
+134
+3% +$14K 0.33% 13
2022
Q3 		$540K Buy
5,267
+170
+3% +$18.7K 0.34% 13
2022
Q2 		$561K Buy
5,097
+89
+2% +$10K 0.35% 13
2022
Q1 		$606K Buy
5,008
+359
+8% +$44.8K 0.36% 14
2021
Q4 		$616K Buy
4,649
+271
+6% +$36K 0.35% 13
2021
Q3 		$582K Buy
4,378
+149
+4% +$20.1K 0.36% 13
2021
Q2 		$568K Buy
4,229
+120
+3% +$15.8K 0.35% 13
2021
Q1 		$534K Buy
4,109
+58
+1% +$7.72K 0.36% 13
2020
Q4 		$560K Sell
4,051
-139
-3% -$18.9K 0.42% 13
2020
Q3 		$564K Buy
4,190
+193
+5% +$26.3K 0.44% 13
2020
Q2 		$538K Sell
3,997
-44
-1% -$5.72K 0.47% 14
2020
Q1 		$499K Buy
4,041
+379
+10% +$48.3K 0.51% 16
2019
Q4 		$469K Buy
+3,662
New +$466K 0.45% 19

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

Adaptive Financial Consulting's LQD Position: Q1 2026 in Review

Adaptive Financial Consulting increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q1 2026, buying an estimated $17.4K and bringing the position to 5,796 shares worth $632K. The position accounts for 0.24% of the portfolio, ranked #16.

Adaptive Financial Consulting first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $694K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Adaptive Financial Consulting held 5,796 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $632K as of Q1 2026.
  • Adaptive Financial Consulting bought 158 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $17.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.24% of Adaptive Financial Consulting's portfolio in Q1 2026, its #16 holding.
  • Adaptive Financial Consulting first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Adaptive Financial Consulting's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $694K in Q1 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Adaptive Financial Consulting's 13F filing for Q1 2026, filed 5 May 2026.