Arax Advisory Partners’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 | $14M | Buy |
127,984
+28,041
| +28% | +$3.06M | 0.09% | 236 |
|
|
2026
Q1 | $10.9M | Sell |
99,943
-200,105
| -67% | -$22.1M | 0.31% | 70 |
|
|
2025
Q4 | $33.1M | Buy |
+300,048
| New | +$33.4M | 0.96% | 19 |
|
|
2025
Q3 | – | Sell |
-276,008
| Closed | -$30.3M | – | 4026 |
|
|
2025
Q2 | $30.3M | Buy |
276,008
+12,021
| +5% | +$1.29M | 1.39% | 15 |
|
|
2025
Q1 | $28.7M | Buy |
263,987
+19,001
| +8% | +$2.05M | 1.84% | 10 |
|
|
2024
Q4 | $26.2M | Buy |
244,986
+9,900
| +4% | +$1.08M | 1.65% | 14 |
|
|
2024
Q3 | $26.6M | Sell |
235,086
-4,781
| -2% | -$529K | 2.37% | 11 |
|
|
2024
Q2 | $25.7M | Buy |
239,867
+13,247
| +6% | +$1.41M | 2.51% | 9 |
|
|
2024
Q1 | $24.7M | Buy |
226,620
+10,973
| +5% | +$1.19M | 2.6% | 11 |
|
|
2023
Q4 | $23.9M | Buy |
215,647
+215,449
| +108,813% | +$22.4M | 2.66% | 9 |
|
|
2023
Q3 | $20.2K | Sell |
198
-15
| -7% | -$1.58K | ﹤0.01% | 580 |
|
|
2023
Q2 | $23.1K | Sell |
213
-33
| -13% | -$3.57K | ﹤0.01% | 563 |
|
|
2023
Q1 | $26.9K | Buy |
246
+2
| +0.8% | +$217 | ﹤0.01% | 537 |
|
|
2022
Q4 | $25.8K | Sell |
244
-28
| -10% | -$2.93K | ﹤0.01% | 530 |
|
|
2022
Q3 | $28K | Sell |
272
-50
| -16% | -$5.51K | ﹤0.01% | 516 |
|
|
2022
Q2 | $35K | Sell |
322
-9
| -3% | -$1.02K | 0.01% | 478 |
|
|
2022
Q1 | $40K | Sell |
331
-57
| -15% | -$7.11K | 0.01% | 482 |
|
|
2021
Q4 | $51K | Buy |
388
+2
| +0.5% | +$266 | 0.01% | 453 |
|
|
2021
Q3 | $51K | Sell |
386
-34
| -8% | -$4.59K | 0.01% | 450 |
|
|
2021
Q2 | $56K | Buy |
+420
| New | +$55.4K | 0.01% | 448 |
|
|
2020
Q4 | $124K | Sell |
894
-227,721
| -100% | -$31M | 0.02% | 262 |
|
|
2020
Q3 | $30.8M | Buy |
228,615
+227,667
| +24,016% | +$31M | 5.19% | 3 |
|
|
2020
Q2 | $127K | Sell |
948
-12
| -1% | -$1.56K | 0.02% | 225 |
|
|
2020
Q1 | $119K | Sell |
960
-900
| -48% | -$115K | 0.03% | 208 |
|
|
2019
Q4 | $238K | Sell |
1,860
-1,260
| -40% | -$160K | 0.07% | 134 |
|
|
2019
Q3 | $398K | Sell |
3,120
-20,145
| -87% | -$2.54M | 0.12% | 76 |
|
|
2019
Q2 | $2.89M | Buy |
+23,265
| New | +$2.79M | 0.96% | 20 |
|
|
2018
Q4 | $2.59M | Buy |
22,957
+3,545
| +18% | +$399K | 1.03% | 20 |
|
|
2018
Q3 | $2.23M | Sell |
19,412
-9,014
| -32% | -$1.04M | 0.9% | 16 |
|
|
2018
Q2 | $3.26M | Buy |
28,426
+2,272
| +9% | +$262K | 1.43% | 13 |
|
|
2018
Q1 | $3.07M | Sell |
26,154
-1,115
| -4% | -$132K | 1.59% | 12 |
|
|
2017
Q4 | $3.31M | Buy |
27,269
+670
| +3% | +$81.1K | 1.44% | 14 |
|
|
2017
Q3 | $3.22M | Buy |
26,599
+11,289
| +74% | +$1.36M | 1.55% | 13 |
|
|
2017
Q2 | $1.84M | Buy |
15,310
+5,853
| +62% | +$700K | 0.88% | 16 |
|
|
2017
Q1 | $1.11M | Buy |
9,457
+1,291
| +16% | +$152K | 0.54% | 19 |
|
|
2016
Q4 | $957K | Buy |
+8,166
| New | +$971K | 0.48% | 21 |
|
Other funds holding LQD
MYLI
JSTA
A
Arax Advisory Partners's LQD Position: Q2 2026 in Review
Arax Advisory Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 28% in Q2 2026, buying an estimated $3.06M and bringing the position to 127,984 shares worth $14M. The position accounts for 0.09% of the portfolio, ranked #236.
Arax Advisory Partners first reported a position in LQD in Q4 2016 and has held it in 36 quarters since. The position peaked at $33.1M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Arax Advisory Partners held 127,984 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14M as of Q2 2026.
- Arax Advisory Partners bought 28,041 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.06M.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Arax Advisory Partners's portfolio in Q2 2026, its #236 holding.
- Arax Advisory Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $33.1M in Q4 2025.
- 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.