Arete Wealth Advisors’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
Q1 | $1.12M | Buy |
10,249
+1,776
| +21% | +$196K | 0.08% | 212 |
|
|
2025
Q4 | $934K | Buy |
8,473
+487
| +6% | +$54.1K | 0.06% | 298 |
|
|
2025
Q3 | $888K | Buy |
7,986
+1,022
| +15% | +$112K | 0.06% | 302 |
|
|
2025
Q2 | $763K | Sell |
6,964
-5,708
| -45% | -$613K | 0.05% | 302 |
|
|
2025
Q1 | $1.38M | Buy |
12,672
+5,813
| +85% | +$626K | 0.11% | 199 |
|
|
2024
Q4 | $733K | Sell |
6,859
-3,015
| -31% | -$330K | 0.05% | 316 |
|
|
2024
Q3 | $1.11M | Buy |
9,874
+4,459
| +82% | +$493K | 0.1% | 210 |
|
|
2024
Q2 | $580K | Buy |
+5,415
| New | +$578K | 0.05% | 352 |
|
|
2024
Q1 | – | Sell |
-10,961
| Closed | -$1.21M | – | 576 |
|
|
2023
Q4 | $1.21M | Buy |
10,961
+3,365
| +44% | +$350K | 0.09% | 213 |
|
|
2023
Q3 | $775K | Sell |
7,596
-1,262
| -14% | -$133K | 0.13% | 163 |
|
|
2023
Q2 | $958K | Sell |
8,858
-323
| -4% | -$34.9K | 0.08% | 225 |
|
|
2023
Q1 | $1.01M | Sell |
9,181
-1,079
| -11% | -$117K | 0.08% | 211 |
|
|
2022
Q4 | $1.08B | Sell |
10,260
-4,655
| -31% | -$487K | 0.09% | 186 |
|
|
2022
Q3 | $1.53M | Sell |
14,915
-49,815
| -77% | -$5.49M | 0.15% | 126 |
|
|
2022
Q2 | $7.16M | Buy |
64,730
+37,175
| +135% | +$4.2M | 0.72% | 32 |
|
|
2022
Q1 | $3.33M | Buy |
27,555
+1,315
| +5% | +$164K | 0.28% | 80 |
|
|
2021
Q4 | $3.44M | Buy |
26,240
+3,493
| +15% | +$464K | 0.29% | 69 |
|
|
2021
Q3 | $3.03M | Buy |
22,747
+2,683
| +13% | +$363K | 0.33% | 63 |
|
|
2021
Q2 | $2.58M | Sell |
20,064
-310
| -2% | -$40.9K | 0.36% | 57 |
|
|
2021
Q1 | $2.65M | Buy |
20,374
+7,282
| +56% | +$969K | 0.34% | 65 |
|
|
2020
Q4 | $1.8M | Buy |
13,092
+2,147
| +20% | +$292K | 0.26% | 89 |
|
|
2020
Q3 | $1.47M | Buy |
10,945
+596
| +6% | +$81.3K | 0.22% | 107 |
|
|
2020
Q2 | $1.39M | Buy |
10,349
+476
| +5% | +$61.9K | 0.24% | 105 |
|
|
2020
Q1 | $1.21M | Buy |
9,873
+2,125
| +27% | +$271K | 0.24% | 100 |
|
|
2019
Q4 | $993K | Sell |
7,748
-2,218
| -22% | -$282K | 0.17% | 137 |
|
|
2019
Q3 | $1.27M | Buy |
9,966
+1,511
| +18% | +$190K | 0.24% | 103 |
|
|
2019
Q2 | $1.05M | Buy |
8,455
+669
| +9% | +$80.3K | 0.2% | 125 |
|
|
2019
Q1 | $922K | Buy |
7,786
+572
| +8% | +$66.3K | 0.19% | 135 |
|
|
2018
Q4 | $814K | Buy |
7,214
+104
| +1% | +$11.7K | 0.2% | 131 |
|
|
2018
Q3 | $817K | Buy |
7,110
+531
| +8% | +$61.2K | 0.18% | 136 |
|
|
2018
Q2 | $754K | Buy |
6,579
+2,565
| +64% | +$295K | 0.18% | 148 |
|
|
2018
Q1 | $471K | Buy |
4,014
+91
| +2% | +$10.8K | 0.16% | 172 |
|
|
2017
Q4 | $477K | Buy |
3,923
+2,254
| +135% | +$273K | 0.16% | 174 |
|
|
2017
Q3 | $202K | Buy |
+1,669
| New | +$202K | 0.08% | 255 |
|
Other funds holding LQD
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Arete Wealth Advisors's LQD Position: Q1 2026 in Review
Arete Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q1 2026, buying an estimated $196K and bringing the position to 10,249 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #212.
Arete Wealth Advisors first reported a position in LQD in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.08B in Q4 2022. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Arete Wealth Advisors held 10,249 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.12M as of Q1 2026.
- Arete Wealth Advisors bought 1,776 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $196K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Arete Wealth Advisors's portfolio in Q1 2026, its #212 holding.
- Arete Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 34 quarters since.
- Arete Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.08B in Q4 2022.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.