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

ARS Wealth Advisors Group’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 		$287K Buy
2,634
+17
+0.6% +$1.85K 0.02% 188
2026
Q1 		$285K Sell
2,617
-164
-6% -$18.1K 0.02% 168
2025
Q4 		$306K Sell
2,781
-79
-3% -$8.78K 0.03% 148
2025
Q3 		$319K Buy
2,860
+15
+0.5% +$1.65K 0.03% 138
2025
Q2 		$312K Buy
2,845
+16
+0.6% +$1.72K 0.04% 129
2025
Q1 		$307K Buy
2,829
+10
+0.4% +$1.08K 0.04% 119
2024
Q4 		$301K Sell
2,819
-321
-10% -$35.1K 0.04% 122
2024
Q3 		$355K Buy
3,140
+15
+0.5% +$1.66K 0.04% 119
2024
Q2 		$335K Buy
3,125
+10
+0.3% +$1.07K 0.04% 116
2024
Q1 		$339K Buy
+3,115
New +$338K 0.05% 120

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

ARS Wealth Advisors Group's LQD Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.65% in Q2 2026, buying an estimated $1.85K and bringing the position to 2,634 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #188.

ARS Wealth Advisors Group first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $355K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • ARS Wealth Advisors Group held 2,634 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $287K as of Q2 2026.
  • ARS Wealth Advisors Group bought 17 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.85K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #188 holding.
  • ARS Wealth Advisors Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • ARS Wealth Advisors Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $355K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.