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

Avion 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	$38K	Hold	354	–	–	0.01%	280
2026 Q1	$38K	Hold	354	–	–	0.01%	239
2025 Q4	$39K	Hold	354	–	–	0.01%	232
2025 Q3	$39K	Hold	354	–	–	0.01%	244
2025 Q2	$38K	Hold	354	–	–	0.01%	232
2025 Q1	$37K	Hold	354	–	–	0.01%	221
2024 Q4	$37K	Hold	354	–	–	0.01%	220
2024 Q3	$39K	Hold	354	–	–	0.01%	186
2024 Q2	$37K	Hold	354	–	–	0.01%	181
2024 Q1	$39K	Hold	354	–	–	0.01%	177
2023 Q4	$39K	Hold	354	–	–	0.01%	169
2023 Q3	$36K	Hold	354	–	–	0.01%	171
2023 Q2	$38K	Hold	354	–	–	0.01%	180
2023 Q1	$37K	Hold	354	–	–	0.01%	173
2022 Q4	$36K	Hold	354	–	–	0.01%	167
2022 Q3	$36K	Sell	354 -357	-50%	-$39.4K	0.01%	167
2022 Q2	$78K	Buy	+711	New	+$80.3K	0.02%	108

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Avion Wealth's LQD Position: Q2 2026 in Review

Avion Wealth held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 354 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #280.

Avion Wealth first reported a position in LQD in Q2 2022 and has held it in 17 quarters since. The position peaked at $78K in Q2 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Avion Wealth held 354 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $38K as of Q2 2026.
Avion Wealth left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #280 holding.
Avion Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Avion Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $78K in Q2 2022.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.