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 Q2	–	Sell	-2,715	Closed	-$296K	–	244
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 $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s LQD Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,715 shares — an estimated $296K sold.

Alliance Wealth Advisors (Utah) first reported a position in LQD in Q4 2022 and held it in 11 quarters. The position peaked at $4.4M in Q2 2023. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Alliance Wealth Advisors (Utah) reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 2,715 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $296K.
Alliance Wealth Advisors (Utah) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
Alliance Wealth Advisors (Utah)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.4M in Q2 2023.
1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.