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

Atlas Private 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 		– Sell
-1,929
Closed -$213K – 138
2025
Q4 		$213K Sell
1,929
-23
-1% -$2.56K 0.05% 128
2025
Q3 		$218K Sell
1,952
-2,097
-52% -$231K 0.05% 128
2025
Q2 		$444K Sell
4,049
-379
-9% -$40.7K 0.06% 124
2025
Q1 		$481K Sell
4,428
-34
-0.8% -$3.66K 0.07% 113
2024
Q4 		$477K Sell
4,462
-2,050
-31% -$224K 0.07% 105
2024
Q3 		$736K Sell
6,512
-424
-6% -$46.9K 0.11% 79
2024
Q2 		$743K Buy
6,936
+3,355
+94% +$358K 0.12% 77
2024
Q1 		$390K Sell
3,581
-4,049
-53% -$440K 0.13% 74
2023
Q4 		$844K Sell
7,630
-656
-8% -$68.3K 0.16% 61
2023
Q3 		$845K Sell
8,286
-952
-10% -$100K 0.16% 80
2023
Q2 		$999K Buy
9,238
+3,892
+73% +$421K 0.2% 75
2023
Q1 		$586K Sell
5,346
-58
-1% -$6.28K 0.27% 68
2022
Q4 		$570K Sell
5,404
-213
-4% -$22.3K 0.3% 70
2022
Q3 		$575K Sell
5,617
-48
-0.8% -$5.29K 0.35% 72
2022
Q2 		$623K Sell
5,665
-833
-13% -$94.1K 0.37% 69
2022
Q1 		$786K Sell
6,498
-301
-4% -$37.5K 0.35% 62
2021
Q4 		$901K Sell
6,799
-12
-0.2% -$1.59K 0.42% 60
2021
Q3 		$906K Sell
6,811
-225
-3% -$30.4K 0.47% 46
2021
Q2 		$945K Sell
7,036
-200
-3% -$26.4K 0.51% 40
2021
Q1 		$941K Buy
7,236
+290
+4% +$38.6K 0.53% 42
2020
Q4 		$959K Sell
6,946
-291
-4% -$39.6K 0.64% 34
2020
Q3 		$975K Buy
7,237
+126
+2% +$17.2K 0.81% 27
2020
Q2 		$956K Buy
+7,111
New +$925K 0.85% 26

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Atlas Private Wealth Advisors's LQD Position: Q1 2026 in Review

Atlas Private Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 1,929 shares — an estimated $213K sold.

Atlas Private Wealth Advisors first reported a position in LQD in Q2 2020 and held it in 23 quarters. The position peaked at $999K in Q2 2023. 1,108 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Atlas Private Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,929 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $213K.
  • Atlas Private Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and held it in 23 quarters.
  • Atlas Private Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $999K in Q2 2023.
  • 1,108 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.