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Amicus Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Amicus Financial Advisors’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 		$272K Buy
2,496
+1
+0% +$109 0.07% 78
2026
Q1 		$272K Buy
2,495
+33
+1% +$3.64K 0.07% 72
2025
Q4 		$271K Buy
+2,462
New +$274K 0.08% 73

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

Amicus Financial Advisors's LQD Position: Q2 2026 in Review

Amicus Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.04% in Q2 2026, buying an estimated $109 and bringing the position to 2,496 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #78.

Amicus Financial Advisors first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Amicus Financial Advisors held 2,496 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $272K as of Q2 2026.
  • Amicus Financial Advisors bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Amicus Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Amicus Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.