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

Canvas Wealth 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	$757K	Buy	6,945 +2,400	+53%	+$262K	0.11%	105
2026 Q1	$495K	Hold	4,545	–	–	0.08%	131
2025 Q4	$501K	Hold	4,545	–	–	0.09%	120
2025 Q3	$507K	Buy	4,545 +1,368	+43%	+$150K	0.09%	112
2025 Q2	$346K	Hold	3,177	–	–	0.07%	131
2025 Q1	$336K	Sell	3,177 -350	-10%	-$37.7K	0.09%	126
2024 Q4	$377K	Sell	3,527 -183	-5%	-$20K	0.09%	113
2024 Q3	$419K	Sell	3,710 -4,147	-53%	-$459K	0.12%	102
2024 Q2	$856K	Buy	7,857 +3,257	+71%	+$348K	0.26%	55
2024 Q1	$484K	Buy	4,600 +2,350	+104%	+$255K	0.16%	77
2023 Q4	$248K	Sell	2,250 -353	-14%	-$36.8K	0.09%	114
2023 Q3	$257K	Buy	2,603 +256	+11%	+$27K	0.11%	104
2023 Q2	$253K	Sell	2,347 -274	-10%	-$29.6K	0.09%	115
2023 Q1	$286K	Buy	2,621 +285	+12%	+$30.9K	0.12%	112
2022 Q4	$260K	Buy	+2,336	New	+$245K	0.11%	120

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

Canvas Wealth Advisors's LQD Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 53% in Q2 2026, buying an estimated $262K and bringing the position to 6,945 shares worth $757K. The position accounts for 0.11% of the portfolio, ranked #105.

Canvas Wealth Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $856K in Q2 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Canvas Wealth Advisors held 6,945 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $757K as of Q2 2026.
Canvas Wealth Advisors bought 2,400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $262K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Canvas Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Canvas Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Canvas Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $856K in Q2 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.