Avantax Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$10M	Sell	91,401 -2,224	-2%	-$239K	0.06%	267
2025 Q1	$10.2M	Buy	93,625 +15,556	+20%	+$1.68M	0.06%	240
2024 Q4	$8.34M	Sell	78,069 -2,893	-4%	-$317K	0.05%	268
2024 Q3	$9.15M	Buy	80,962 +5,563	+7%	+$615K	0.06%	237
2024 Q2	$8.08M	Sell	75,399 -14,875	-16%	-$1.59M	0.06%	248
2024 Q1	$9.83M	Sell	90,274 -61,254	-40%	-$6.66M	0.09%	175
2023 Q4	$16.8M	Buy	151,528 +19,334	+15%	+$2.01M	0.17%	103
2023 Q3	$13.5M	Sell	132,194 -897	-0.7%	-$94.6K	0.15%	108
2023 Q2	$14.4M	Sell	133,091 -17,140	-11%	-$1.85M	0.16%	104
2023 Q1	$16.5M	Sell	150,231 -12,399	-8%	-$1.34M	0.2%	83
2022 Q4	$17.1M	Sell	162,630 -17,147	-10%	-$1.79M	0.23%	69
2022 Q3	$18.4M	Buy	179,777 +37,288	+26%	+$4.11M	0.28%	50
2022 Q2	$15.7M	Sell	142,489 -53,042	-27%	-$5.99M	0.24%	65
2022 Q1	$23.6M	Sell	195,531 -453,469	-70%	-$56.6M	0.32%	39
2021 Q4	$86M	Buy	649,000 +3,542	+0.5%	+$471K	1.3%	15
2021 Q3	$86M	Sell	645,458 -19,623	-3%	-$2.65M	1.43%	13
2021 Q2	$89.3M	Buy	665,081 +4,578	+0.7%	+$603K	1.62%	11
2021 Q1	$86.1M	Buy	660,503 +15,388	+2%	+$2.05M	1.85%	10
2020 Q4	$89M	Sell	645,115 -174,110	-21%	-$23.7M	2.12%	9
2020 Q3	$110M	Buy	819,225 +204,131	+33%	+$27.8M	1.77%	8
2020 Q2	$82.7M	Sell	615,094 -70,808	-10%	-$9.21M	2.38%	8
2020 Q1	$84.6M	Sell	685,902 -4,610	-0.7%	-$587K	2.53%	8
2019 Q4	$88.5M	Buy	690,512 +75,313	+12%	+$9.59M	2.05%	12
2019 Q3	$78.6M	Buy	615,199 +46,104	+8%	+$5.81M	3.18%	9
2019 Q2	$70.8M	Buy	569,095 +41,161	+8%	+$4.94M	3.12%	10
2019 Q1	$62.9M	Buy	527,934 +523,057	+10,725%	+$60.6M	3.34%	9
2018 Q4	$550K	Buy	+4,877	New	+$548K	0.09%	209

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Avantax Advisory Services's LQD Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2025, selling an estimated $239K and leaving 91,401 shares worth $10M. The position accounts for 0.06% of the portfolio, ranked #267.

Avantax Advisory Services first reported a position in LQD in Q4 2018 and has held it in 27 quarters since. The position peaked at $110M in Q3 2020. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

Avantax Advisory Services held 91,401 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10M as of Q2 2025.
Avantax Advisory Services sold 2,224 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $239K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #267 holding.
Avantax Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $110M in Q3 2020.
1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.