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

Arkadios 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
Q1 		$632K Sell
5,798
-374
-6% -$41.2K 0.01% 996
2025
Q4 		$680K Buy
6,172
+451
+8% +$50.1K 0.01% 872
2025
Q3 		$638K Buy
5,721
+1,340
+31% +$147K 0.02% 833
2025
Q2 		$480K Sell
4,381
-219
-5% -$23.5K 0.01% 859
2025
Q1 		$500K Buy
4,600
+2,007
+77% +$216K 0.02% 706
2024
Q4 		$277K Sell
2,593
-1,116
-30% -$122K 0.02% 748
2024
Q3 		$419K Buy
3,709
+392
+12% +$43.4K 0.02% 603
2024
Q2 		$355K Buy
+3,317
New +$354K 0.02% 583
2022
Q2 		– Sell
-1,902
Closed -$230K – 582
2022
Q1 		$230K Sell
1,902
-2,179
-53% -$272K 0.03% 495
2021
Q4 		$541K Sell
4,081
-2,158
-35% -$287K 0.07% 310
2021
Q3 		$830K Buy
6,239
+4,273
+217% +$577K 0.12% 193
2021
Q2 		$264K Buy
1,966
+380
+24% +$50.1K 0.03% 473
2021
Q1 		$206K Sell
1,586
-232
-13% -$30.9K 0.03% 411
2020
Q4 		$251K Buy
1,818
+237
+15% +$32.3K 0.05% 287
2020
Q3 		$214K Sell
1,581
-366
-19% -$49.9K 0.11% 164
2020
Q2 		$265K Buy
1,947
+1,745
+864% +$227K 0.15% 136
2020
Q1 		$24.9K Sell
202
-17
-8% -$2.17K 0.02% 443
2019
Q4 		$28.6K Buy
+219
New +$27.9K 0.02% 394

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Arkadios Wealth Advisors's LQD Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.1% in Q1 2026, selling an estimated $41.2K and leaving 5,798 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #996.

Arkadios Wealth Advisors first reported a position in LQD in Q4 2019 and has held it in 18 quarters since. The position peaked at $830K in Q3 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Arkadios Wealth Advisors held 5,798 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $632K as of Q1 2026.
  • Arkadios Wealth Advisors sold 374 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $41.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #996 holding.
  • Arkadios Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $830K in Q3 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.