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

BHK Investment 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 		$325K Buy
2,983
+237
+9% +$25.8K 0.1% 69
2026
Q1 		$299K Buy
2,746
+19
+0.7% +$2.1K 0.1% 70
2025
Q4 		$300K Sell
2,727
-28
-1% -$3.11K 0.1% 68
2025
Q3 		$307K Buy
2,755
+210
+8% +$23.1K 0.11% 59
2025
Q2 		$279K Sell
2,545
-80
-3% -$8.58K 0.11% 58
2025
Q1 		$285K Buy
2,625
+19
+0.7% +$2.05K 0.12% 55
2024
Q4 		$278K Buy
2,606
+37
+1% +$4.05K 0.1% 57
2024
Q3 		$290K Buy
2,569
+181
+8% +$20K 0.11% 60
2024
Q2 		$256K Buy
2,388
+27
+1% +$2.88K 0.1% 58
2024
Q1 		$254K Buy
2,361
+17
+0.7% +$1.85K 0.1% 57
2023
Q4 		$259K Sell
2,344
-64
-3% -$6.67K 0.15% 49
2023
Q3 		$246K Buy
2,408
+42
+2% +$4.43K 0.11% 52
2023
Q2 		$256K Buy
2,366
+15
+0.6% +$1.62K 0.11% 57
2023
Q1 		$258K Buy
2,351
+16
+0.7% +$1.73K 0.11% 58
2022
Q4 		$246K Buy
2,335
+29
+1% +$3.04K 0.14% 53
2022
Q3 		$236K Buy
2,306
+18
+0.8% +$1.98K 0.12% 61
2022
Q2 		$252K Buy
2,288
+16
+0.7% +$1.81K 0.11% 61
2022
Q1 		$275K Buy
2,272
+9
+0.4% +$1.12K 0.12% 60
2021
Q4 		$300K Buy
2,263
+23
+1% +$3.06K 0.12% 59
2021
Q3 		$298K Buy
2,240
+12
+0.5% +$1.62K 0.12% 60
2021
Q2 		$299K Buy
+2,228
New +$294K 0.12% 58
2018
Q3 		– Sell
-2,564
Closed -$294K – 83
2018
Q2 		$294K Hold
2,564
– – 0.2% 51
2018
Q1 		$301K Buy
+2,564
New +$303K 0.22% 46

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

BHK Investment Advisors's LQD Position: Q2 2026 in Review

BHK Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.6% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,983 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #69.

BHK Investment Advisors first reported a position in LQD in Q1 2018 and has held it in 23 quarters since. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • BHK Investment Advisors held 2,983 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $325K as of Q2 2026.
  • BHK Investment Advisors bought 237 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of BHK Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • BHK Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.