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Beacon Pointe Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Beacon Pointe Advisors’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 		$12M Buy
110,145
+5,045
+5% +$550K 0.06% 300
2026
Q1 		$11.5M Buy
105,100
+11,643
+12% +$1.28M 0.06% 284
2025
Q4 		$10.3M Buy
93,457
+50,580
+118% +$5.62M 0.07% 251
2025
Q3 		$4.78M Buy
42,877
+5,063
+13% +$557K 0.04% 356
2025
Q2 		$4.14M Sell
37,814
-859
-2% -$92.2K 0.04% 350
2025
Q1 		$4.2M Buy
38,673
+8,074
+26% +$870K 0.05% 333
2024
Q4 		$3.27M Sell
30,599
-7,682
-20% -$841K 0.04% 348
2024
Q3 		$4.33M Buy
38,281
+8,837
+30% +$978K 0.05% 322
2024
Q2 		$3.15M Buy
29,444
+161
+0.5% +$17.2K 0.04% 379
2024
Q1 		$3.19M Sell
29,283
-3,379
-10% -$367K 0.04% 394
2023
Q4 		$3.61M Sell
32,662
-113
-0.3% -$11.8K 0.04% 355
2023
Q3 		$3.34M Buy
32,775
+1,675
+5% +$177K 0.04% 354
2023
Q2 		$3.36M Sell
31,100
-3,587
-10% -$388K 0.05% 286
2023
Q1 		$3.8M Buy
34,687
+2,829
+9% +$306K 0.06% 265
2022
Q4 		$3.36M Buy
31,858
+9,316
+41% +$975K 0.07% 264
2022
Q3 		$2.31M Sell
22,542
-10,351
-31% -$1.14M 0.05% 289
2022
Q2 		$3.62M Sell
32,893
-5,160
-14% -$583K 0.08% 228
2022
Q1 		$4.6M Buy
38,053
+14,647
+63% +$1.83M 0.06% 269
2021
Q4 		$3.1M Sell
23,406
-2,746
-11% -$365K 0.08% 191
2021
Q3 		$3.48M Buy
26,152
+10,970
+72% +$1.48M 0.09% 208
2021
Q2 		$2.04M Buy
15,182
+12,944
+578% +$1.71M 0.07% 218
2021
Q1 		$291K Buy
+2,238
New +$298K 0.02% 393
2020
Q4 		– Sell
-1,541
Closed -$209K – 518
2020
Q3 		$209K Buy
+1,541
New +$210K 0.02% 365

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

Beacon Pointe Advisors's LQD Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.8% in Q2 2026, buying an estimated $550K and bringing the position to 110,145 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #300.

Beacon Pointe Advisors first reported a position in LQD in Q3 2020 and has held it in 23 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Beacon Pointe Advisors held 110,145 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12M as of Q2 2026.
  • Beacon Pointe Advisors bought 5,045 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $550K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #300 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.