Advisory Solutions Group’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
Q3
$2.1M Buy
20,507
+27
+0.1% +$2.86K 0.44% 63
2026
Q2
$2.23M Buy
+20,480
New +$2.23M 0.76% 37

Other funds holding LQD

Advisory Solutions Group's LQD Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.13% in Q3 2026, buying an estimated $2.86K and bringing the position to 20,507 shares worth $2.1M. The position accounts for 0.44% of the portfolio, ranked #63.

Advisory Solutions Group first reported a position in LQD in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.23M in Q2 2026. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Advisory Solutions Group held 20,507 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.1M as of Q3 2026.
  • Advisory Solutions Group bought 27 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.86K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.44% of Advisory Solutions Group's portfolio in Q3 2026, its #63 holding.
  • Advisory Solutions Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.23M in Q2 2026.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.