Alliance Wealth Advisors (Utah)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Alliance Wealth Advisors (Utah)’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	$296K	Sell	2,715 -3,165	-54%	-$349K	0.06%	189
2025 Q4	$648K	Sell	5,880 -3,778	-39%	-$420K	0.14%	145
2025 Q3	$1.08M	Sell	9,658 -6,721	-41%	-$739K	0.25%	108
2025 Q2	$1.8M	Sell	16,379 -5,460	-25%	-$586K	0.43%	69
2025 Q1	$2.37M	Sell	21,839 -4,174	-16%	-$450K	0.62%	56
2024 Q4	$2.78M	Sell	26,013 -5,941	-19%	-$650K	0.72%	53
2024 Q3	$3.61M	Buy	+31,954	New	+$3.54M	0.95%	31
2024 Q1	–	Sell	-36,969	Closed	-$4.09M	–	239
2023 Q4	$4.09M	Buy	+36,969	New	+$3.85M	1.37%	14
2023 Q3	–	Sell	-40,718	Closed	-$4.4M	–	225
2023 Q2	$4.4M	Buy	40,718 +715	+2%	+$77.3K	1.63%	9
2023 Q1	$4.38M	Buy	40,003 +927	+2%	+$100K	1.76%	6
2022 Q4	$4.12M	Buy	+39,076	New	+$4.09M	1.85%	6

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s LQD Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 54% in Q1 2026, selling an estimated $349K and leaving 2,715 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #189.

Alliance Wealth Advisors (Utah) first reported a position in LQD in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.4M in Q2 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Alliance Wealth Advisors (Utah) held 2,715 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $296K as of Q1 2026.
Alliance Wealth Advisors (Utah) sold 3,165 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $349K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #189 holding.
Alliance Wealth Advisors (Utah) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Alliance Wealth Advisors (Utah)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.4M in Q2 2023.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.