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Ameritas Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ameritas Advisory Services’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 		$447K Sell
4,095
-5,019
-55% -$547K 0.01% 831
2026
Q1 		$993K Sell
9,114
-882
-9% -$97.2K 0.04% 377
2025
Q4 		$1.1M Buy
9,996
+8,872
+789% +$986K 0.04% 349
2025
Q3 		$125K Sell
1,124
-1,869
-62% -$205K 0.01% 763
2025
Q2 		$328K Sell
2,993
-384
-11% -$41.2K 0.02% 608
2025
Q1 		$365K Sell
3,377
-169
-5% -$18.2K 0.01% 648
2024
Q4 		$379K Buy
3,546
+986
+39% +$108K 0.01% 657
2024
Q3 		$289K Sell
2,560
-3,165
-55% -$350K 0.01% 686
2024
Q2 		$613K Sell
5,725
-29,428
-84% -$3.14M 0.02% 525
2024
Q1 		$3.82M Buy
35,153
+3,391
+11% +$368K 0.16% 126
2023
Q4 		$3.51M Buy
31,762
+7,971
+34% +$830K 0.19% 110
2023
Q3 		$2.42M Buy
23,791
+21,432
+909% +$2.26M 0.12% 177
2023
Q2 		$249K Sell
2,359
-7,221
-75% -$781K 0.03% 457
2023
Q1 		$1.05M Sell
9,580
-931
-9% -$101K 0.05% 311
2022
Q4 		$1.11M Sell
10,511
-419
-4% -$43.9K 0.05% 324
2022
Q3 		$1.12M Buy
10,930
+282
+3% +$31.1K 0.07% 259
2022
Q2 		$1.17M Sell
10,648
-9,591
-47% -$1.08M 0.07% 263
2022
Q1 		$2.45M Sell
20,239
-3,249
-14% -$405K 0.09% 182
2021
Q4 		$3.11M Buy
+23,488
New +$3.12M 0.11% 154

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

Ameritas Advisory Services's LQD Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 55% in Q2 2026, selling an estimated $547K and leaving 4,095 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #831.

Ameritas Advisory Services first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.82M in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Ameritas Advisory Services held 4,095 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $447K as of Q2 2026.
  • Ameritas Advisory Services sold 5,019 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $547K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #831 holding.
  • Ameritas Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.82M in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.