Advisory Alpha’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $431K | Buy |
3,958
+1,199
| +43% | +$132K | 0.01% | 359 |
|
|
2025
Q4 | $304K | Buy |
2,759
+320
| +13% | +$35.6K | 0.01% | 416 |
|
|
2025
Q3 | $272K | Buy |
2,439
+606
| +33% | +$66.6K | 0.01% | 436 |
|
|
2025
Q2 | $201K | Sell |
1,833
-237
| -11% | -$25.4K | 0.01% | 465 |
|
|
2025
Q1 | $225K | Buy |
2,070
+182
| +10% | +$19.6K | 0.01% | 417 |
|
|
2024
Q4 | $202K | Sell |
1,888
-447
| -19% | -$48.9K | 0.01% | 427 |
|
|
2024
Q3 | $264K | Sell |
2,335
-1,610
| -41% | -$178K | 0.01% | 336 |
|
|
2024
Q2 | $423K | Sell |
3,945
-29,199
| -88% | -$3.12M | 0.02% | 237 |
|
|
2024
Q1 | $3.61M | Sell |
33,144
-251
| -0.8% | -$27.3K | 0.15% | 81 |
|
|
2023
Q4 | $3.7M | Buy |
33,395
+15,607
| +88% | +$1.63M | 0.17% | 79 |
|
|
2023
Q3 | $1.81M | Sell |
17,788
-519
| -3% | -$54.7K | 0.09% | 102 |
|
|
2023
Q2 | $1.98M | Buy |
18,307
+11,493
| +169% | +$1.24M | 0.1% | 104 |
|
|
2023
Q1 | $747K | Buy |
+6,814
| New | +$738K | 0.05% | 139 |
|
|
2018
Q4 | – | Sell |
-341
| Closed | -$39K | – | 130 |
|
|
2018
Q3 | $39K | Sell |
341
-96
| -22% | -$11.1K | 0.01% | 125 |
|
|
2018
Q2 | $50K | Sell |
437
-219
| -33% | -$25.2K | 0.01% | 123 |
|
|
2018
Q1 | $75K | Buy |
656
+60
| +10% | +$7.09K | 0.03% | 109 |
|
|
2017
Q4 | $71K | Sell |
596
-3,669
| -86% | -$444K | 0.02% | 108 |
|
|
2017
Q3 | $516K | Buy |
4,265
+1,481
| +53% | +$179K | 0.14% | 89 |
|
|
2017
Q2 | $336K | Buy |
2,784
+1,650
| +146% | +$197K | 0.1% | 96 |
|
|
2017
Q1 | $134K | Buy |
+1,134
| New | +$133K | 0.05% | 112 |
|
|
2016
Q4 | – | Sell |
-605
| Closed | -$50K | – | 104 |
|
|
2016
Q3 | $50K | Buy |
605
+575
| +1,917% | +$70.8K | 0.02% | 80 |
|
|
2016
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 74 |
|
|
2016
Q1 | $4K | Sell |
30
-12
| -29% | -$1.38K | ﹤0.01% | 57 |
|
|
2015
Q4 | $5K | Hold |
42
| – | – | ﹤0.01% | 54 |
|
|
2015
Q3 | $5K | Buy |
+42
| New | +$4.86K | ﹤0.01% | 52 |
|
|
2015
Q2 | – | Sell |
-406
| Closed | -$49K | – | 44 |
|
|
2015
Q1 | $49K | Sell |
406
-59,367
| -99% | -$7.2M | 0.03% | 36 |
|
|
2014
Q4 | $7.14M | Sell |
59,773
-1,678
| -3% | -$200K | 4.99% | 8 |
|
|
2014
Q3 | $7.26M | Buy |
61,451
+3,021
| +5% | +$359K | 4.82% | 9 |
|
|
2014
Q2 | $6.97M | Sell |
58,430
-1,268
| -2% | -$150K | 4.75% | 9 |
|
|
2014
Q1 | $6.98M | Sell |
59,698
-6,446
| -10% | -$748K | 4.86% | 8 |
|
|
2013
Q4 | $7.55M | Buy |
+66,144
| New | +$7.55M | 5.41% | 8 |
|
Other funds holding LQD
MYLI
N
B
Advisory Alpha's LQD Position: Q1 2026 in Review
Advisory Alpha increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 43% in Q1 2026, buying an estimated $132K and bringing the position to 3,958 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #359.
Advisory Alpha first reported a position in LQD in Q4 2013 and has held it in 31 quarters since. The position peaked at $7.55M in Q4 2013. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Advisory Alpha held 3,958 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $431K as of Q1 2026.
- Advisory Alpha bought 1,199 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $132K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #359 holding.
- Advisory Alpha first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 31 quarters since.
- Advisory Alpha's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.55M in Q4 2013.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.