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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 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. 170 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.
  • 170 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.