Allworth Financial’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
Q2 | $682K | Sell |
6,250
-111
| -2% | -$12.1K | ﹤0.01% | 870 |
|
|
2026
Q1 | $693K | Sell |
6,361
-382
| -6% | -$42.1K | ﹤0.01% | 820 |
|
|
2025
Q4 | $743K | Sell |
6,743
-313
| -4% | -$34.8K | ﹤0.01% | 790 |
|
|
2025
Q3 | $787K | Buy |
7,056
+1,120
| +19% | +$123K | ﹤0.01% | 735 |
|
|
2025
Q2 | $651K | Buy |
5,936
+1,948
| +49% | +$209K | ﹤0.01% | 759 |
|
|
2025
Q1 | $428K | Sell |
3,988
-1,243
| -24% | -$134K | ﹤0.01% | 715 |
|
|
2024
Q4 | $560K | Sell |
5,231
-2,252
| -30% | -$246K | ﹤0.01% | 666 |
|
|
2024
Q3 | $845K | Sell |
7,483
-2,277
| -23% | -$252K | 0.01% | 472 |
|
|
2024
Q2 | $1.06M | Sell |
9,760
-797
| -8% | -$85.1K | 0.01% | 419 |
|
|
2024
Q1 | $1.15M | Buy |
10,557
+211
| +2% | +$22.9K | 0.01% | 393 |
|
|
2023
Q4 | $1.14M | Sell |
10,346
-2,726
| -21% | -$284K | 0.01% | 392 |
|
|
2023
Q3 | $1.33M | Buy |
13,072
+1,785
| +16% | +$188K | 0.01% | 335 |
|
|
2023
Q2 | $1.22M | Buy |
11,287
+385
| +4% | +$41.6K | 0.01% | 354 |
|
|
2023
Q1 | $1.2M | Sell |
10,902
-928
| -8% | -$100K | 0.01% | 335 |
|
|
2022
Q4 | $1.25M | Buy |
11,830
+2,857
| +32% | +$299K | 0.01% | 316 |
|
|
2022
Q3 | $919K | Buy |
8,973
+900
| +11% | +$99.2K | 0.01% | 338 |
|
|
2022
Q2 | $888K | Sell |
8,073
-4,114
| -34% | -$465K | 0.01% | 321 |
|
|
2022
Q1 | $1.47M | Sell |
12,187
-5,807
| -32% | -$724K | 0.02% | 257 |
|
|
2021
Q4 | $2.38M | Sell |
17,994
-5,192
| -22% | -$690K | 0.03% | 181 |
|
|
2021
Q3 | $3.08M | Buy |
23,186
+22,115
| +2,065% | +$2.99M | 0.05% | 141 |
|
|
2021
Q2 | $144K | Buy |
1,071
+1
| +0.1% | +$132 | ﹤0.01% | 418 |
|
|
2021
Q1 | $139K | Buy |
1,070
+243
| +29% | +$32.3K | ﹤0.01% | 405 |
|
|
2020
Q4 | $114K | Buy |
827
+93
| +13% | +$12.7K | ﹤0.01% | 356 |
|
|
2020
Q3 | $99K | Sell |
734
-10
| -1% | -$1.36K | ﹤0.01% | 328 |
|
|
2020
Q2 | $100K | Sell |
744
-50
| -6% | -$6.5K | ﹤0.01% | 318 |
|
|
2020
Q1 | $98K | Sell |
794
-243
| -23% | -$31K | ﹤0.01% | 318 |
|
|
2019
Q4 | $133K | Buy |
1,037
+177
| +21% | +$22.5K | ﹤0.01% | 235 |
|
|
2019
Q3 | $110K | Buy |
860
+15
| +2% | +$1.89K | ﹤0.01% | 224 |
|
|
2019
Q2 | $105K | Buy |
845
+21
| +3% | +$2.52K | ﹤0.01% | 230 |
|
|
2019
Q1 | $98K | Buy |
824
+43
| +6% | +$4.98K | ﹤0.01% | 236 |
|
|
2018
Q4 | $88K | Sell |
781
-6,533
| -89% | -$735K | ﹤0.01% | 227 |
|
|
2018
Q3 | $841K | Buy |
7,314
+2,248
| +44% | +$259K | 0.04% | 67 |
|
|
2018
Q2 | $580K | Buy |
5,066
+4,478
| +762% | +$516K | 0.03% | 83 |
|
|
2018
Q1 | $69K | Sell |
588
-62
| -10% | -$7.32K | 0.01% | 207 |
|
|
2017
Q4 | $79K | Buy |
650
+62
| +11% | +$7.5K | 0.01% | 191 |
|
|
2017
Q3 | $71K | Sell |
588
-95
| -14% | -$11.5K | 0.01% | 200 |
|
|
2017
Q2 | $82K | Sell |
683
-22
| -3% | -$2.63K | 0.01% | 193 |
|
|
2017
Q1 | $83K | Buy |
705
+117
| +20% | +$13.7K | 0.01% | 180 |
|
|
2016
Q4 | $69K | Sell |
588
-316
| -35% | -$37.6K | 0.01% | 187 |
|
|
2016
Q3 | $111K | Buy |
904
+253
| +39% | +$31.2K | 0.01% | 140 |
|
|
2016
Q2 | $80K | Buy |
651
+9
| +1% | +$1.08K | 0.01% | 164 |
|
|
2016
Q1 | $76K | Buy |
642
+18
| +3% | +$2.07K | 0.01% | 174 |
|
|
2015
Q4 | $71K | Buy |
624
+24
| +4% | +$2.77K | 0.01% | 177 |
|
|
2015
Q3 | $70K | Buy |
600
+64
| +12% | +$7.4K | 0.02% | 173 |
|
|
2015
Q2 | $62K | Hold |
536
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $65K | Buy |
+536
| New | +$65K | 0.02% | 181 |
|
Other funds holding LQD
MYLI
JSTA
A
Allworth Financial's LQD Position: Q2 2026 in Review
Allworth Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.7% in Q2 2026, selling an estimated $12.1K and leaving 6,250 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #870.
Allworth Financial first reported a position in LQD in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.08M in Q3 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Allworth Financial held 6,250 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $682K as of Q2 2026.
- Allworth Financial sold 111 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.1K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #870 holding.
- Allworth Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 46 quarters since.
- Allworth Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.08M in Q3 2021.
- 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.