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Advyzon Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Advyzon Investment Management’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 		$669K Buy
6,131
+142
+2% +$15.5K 0.05% 378
2026
Q1 		$653K Buy
5,989
+1,538
+35% +$170K 0.06% 317
2025
Q4 		$490K Buy
4,451
+1,069
+32% +$119K 0.06% 328
2025
Q3 		$377K Sell
3,382
-1,026
-23% -$113K 0.06% 271
2025
Q2 		$483K Buy
4,408
+486
+12% +$52.2K 0.11% 188
2025
Q1 		$426K Buy
3,922
+250
+7% +$26.9K 0.15% 131
2024
Q4 		$392K Buy
+3,672
New +$402K 0.15% 126

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

Advyzon Investment Management's LQD Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2026, buying an estimated $15.5K and bringing the position to 6,131 shares worth $669K. The position accounts for 0.05% of the portfolio, ranked #378.

Advyzon Investment Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Advyzon Investment Management held 6,131 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $669K as of Q2 2026.
  • Advyzon Investment Management bought 142 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #378 holding.
  • Advyzon Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.