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Aquire Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aquire Wealth 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 		– Sell
-2,192
Closed -$239K – 55
2026
Q1 		$239K Buy
2,192
+10
+0.5% +$1.1K 0.06% 48
2025
Q4 		$240K Buy
2,182
+18
+0.8% +$2K 0.06% 46
2025
Q3 		$241K Sell
2,164
-99
-4% -$10.9K 0.06% 45
2025
Q2 		$248K Sell
2,263
-28
-1% -$3K 0.07% 44
2025
Q1 		$249K Buy
2,291
+10
+0.4% +$1.08K 0.08% 45
2024
Q4 		$244K Sell
2,281
-766
-25% -$83.8K 0.08% 43
2024
Q3 		$344K Buy
3,047
+19
+0.6% +$2.1K 0.11% 36
2024
Q2 		$324K Buy
3,028
+13
+0.4% +$1.39K 0.11% 35
2024
Q1 		$328K Hold
3,015
– – 0.11% 37
2023
Q4 		$334K Buy
3,015
+20
+0.7% +$2.08K 0.13% 32
2023
Q3 		$306K Sell
2,995
-599
-17% -$63.2K 0.13% 32
2023
Q2 		$389K Sell
3,594
-380
-10% -$41.1K 0.16% 32
2023
Q1 		$436K Buy
3,974
+64
+2% +$6.93K 0.19% 29
2022
Q4 		$412K Buy
3,910
+46
+1% +$4.82K 0.21% 28
2022
Q3 		$396K Sell
3,864
-185
-5% -$20.4K 0.23% 28
2022
Q2 		$446K Buy
4,049
+69
+2% +$7.79K 0.26% 27
2022
Q1 		$481K Buy
3,980
+63
+2% +$7.86K 0.26% 29
2021
Q4 		$519K Buy
+3,917
New +$521K 0.27% 28

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

Aquire Wealth Advisors's LQD Position: Q2 2026 in Review

Aquire Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,192 shares — an estimated $239K sold.

Aquire Wealth Advisors first reported a position in LQD in Q4 2021 and held it in 18 quarters. The position peaked at $519K in Q4 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Aquire Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Aquire Wealth Advisors sold 2,192 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $239K.
  • Aquire Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
  • Aquire Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $519K in Q4 2021.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.