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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
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 		$2.23M 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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Aurora Private Wealth's LQD Position: Q2 2026 in Review

Aurora Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q2 2026, buying an estimated $252K and bringing the position to 21,430 shares worth $2.34M. The position accounts for 1.48% of the portfolio, ranked #18.

Aurora Private Wealth first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.02M in Q3 2021. 353 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Aurora Private Wealth held 21,430 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.34M as of Q2 2026.
  • Aurora Private Wealth bought 2,315 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $252K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.48% of Aurora Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Aurora Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.02M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.