AWM
LQD icon

Avaii Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Avaii Wealth Management’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 		$292K Sell
2,679
-65
-2% -$7.08K 0.09% 139
2026
Q1 		$299K Buy
2,744
+91
+3% +$10K 0.1% 121
2025
Q4 		$292K Sell
2,653
-130
-5% -$14.5K 0.11% 116
2025
Q3 		$310K Sell
2,783
-7
-0.3% -$770 0.12% 106
2025
Q2 		$306K Sell
2,790
-10
-0.4% -$1.07K 0.14% 97
2025
Q1 		$304K Sell
2,800
-2,505
-47% -$270K 0.16% 86
2024
Q4 		$567K Buy
5,305
+848
+19% +$92.8K 0.28% 54
2024
Q3 		$504K Buy
4,457
+475
+12% +$52.6K 0.25% 55
2024
Q2 		$427K Buy
3,982
+127
+3% +$13.6K 0.24% 75
2024
Q1 		$420K Sell
3,855
-2,681
-41% -$291K 0.25% 78
2023
Q4 		$723K Buy
6,536
+245
+4% +$25.5K 0.47% 47
2023
Q3 		$642K Sell
6,291
-63
-1% -$6.64K 0.49% 45
2023
Q2 		$687K Buy
+6,354
New +$687K 0.53% 44
2022
Q1 		– Sell
-3,247
Closed -$430K – 132
2021
Q4 		$430K Buy
+3,247
New +$432K 0.43% 50

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

Avaii Wealth Management's LQD Position: Q2 2026 in Review

Avaii Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2026, selling an estimated $7.08K and leaving 2,679 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #139.

Avaii Wealth Management first reported a position in LQD in Q4 2021 and has held it in 14 quarters since. The position peaked at $723K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Avaii Wealth Management held 2,679 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $292K as of Q2 2026.
  • Avaii Wealth Management sold 65 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.08K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Avaii Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Avaii Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Avaii Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $723K in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.