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

Aurora Private Wealth’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
Q3 		$2.31M Buy
22,615
+1,185
+6% +$126K 1.46% 17
2026
Q2 		$2.34M Buy
21,430
+2,315
+12% +$252K 1.48% 18
2026
Q1 		$2.09M Sell
19,115
-3,315
-15% -$365K 1.49% 14
2025
Q4 		$2.47M Buy
+22,430
New +$2.49M 1.62% 14
2025
Q2 		$2M Buy
18,223
+13
+0.1% +$1.4K 1.48% 16
2025
Q1 		$1.98M Buy
18,210
+1,385
+8% +$149K 1.58% 13
2024
Q4 		$1.8M Sell
16,825
-2,868
-15% -$314K 1.35% 15
2024
Q3 		$2.22M Buy
19,693
+56
+0.3% +$6.2K 1.75% 13
2024
Q2 		$2.1M Sell
19,637
-153
-0.8% -$16.3K 1.84% 12
2024
Q1 		$2.15M Sell
19,790
-150
-0.8% -$16.3K 1.86% 12
2023
Q4 		$2.21M Sell
19,940
-973
-5% -$101K 2.08% 10
2023
Q3 		$2.13M Buy
20,913
+998
+5% +$105K 2.36% 8
2023
Q2 		$2.15M Sell
19,915
-1,776
-8% -$192K 2.45% 6
2023
Q1 		$2.38M Sell
21,691
-27
-0.1% -$2.92K 2.53% 5
2022
Q4 		$2.29M Buy
21,718
+149
+0.7% +$15.6K 2.62% 5
2022
Q3 		$2.21M Buy
21,569
+574
+3% +$63.3K 1.02% 16
2022
Q2 		$2.31M Sell
20,995
-1,643
-7% -$186K 1.04% 16
2022
Q1 		$2.74M Buy
22,638
+104
+0.5% +$13K 1.13% 14
2021
Q4 		$2.99M Sell
22,534
-138
-0.6% -$18.3K 1.3% 14
2021
Q3 		$3.02M Buy
22,672
+633
+3% +$85.5K 1.22% 15
2021
Q2 		$2.96M Buy
22,039
+15,608
+243% +$2.06M 1.19% 15
2021
Q1 		$836K Sell
6,431
-3,904
-38% -$519K 0.35% 65
2020
Q4 		$1.43M Sell
10,335
-3,915
-27% -$533K 0.6% 27
2020
Q3 		$1.92M Buy
14,250
+4,611
+48% +$629K 0.82% 19
2020
Q2 		$1.3M Sell
9,639
-5,245
-35% -$682K 0.6% 30
2020
Q1 		$1.84M Buy
14,884
+10,703
+256% +$1.36M 0.65% 30
2019
Q4 		$535K Buy
+4,181
New +$532K 0.19% 93

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Aurora Private Wealth's LQD Position: Q3 2026 in Review

Aurora Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.5% in Q3 2026, buying an estimated $126K and bringing the position to 22,615 shares worth $2.31M. The position accounts for 1.46% of the portfolio, ranked #17.

Aurora Private Wealth first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.02M in Q3 2021. 321 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Aurora Private Wealth held 22,615 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.31M as of Q3 2026.
  • Aurora Private Wealth bought 1,185 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $126K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.46% of Aurora Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Aurora Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.02M in Q3 2021.
  • 321 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.