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Catherine Avery Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Catherine Avery Investment Management’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
Q3 		$1.74K Hold
17
– – ﹤0.01% 155
2026
Q2 		$1.85K Buy
+17
New +$1.85K ﹤0.01% 150
2026
Q1 		– Sell
-17
Closed -$1.87K – 130
2025
Q4 		$1.87K Hold
17
– – ﹤0.01% 135
2025
Q3 		$1.9K Hold
17
– – ﹤0.01% 137
2025
Q2 		$1.86K Hold
17
– – ﹤0.01% 138
2025
Q1 		$1.85K Hold
17
– – ﹤0.01% 136
2024
Q4 		$1.82K Buy
+17
New +$1.86K ﹤0.01% 140

Other funds holding LQD

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CA
Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Catherine Avery Investment Management's LQD Position: Q3 2026 in Review

Catherine Avery Investment Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 17 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Catherine Avery Investment Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9K in Q3 2025. 101 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Catherine Avery Investment Management held 17 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.74K as of Q3 2026.
  • Catherine Avery Investment Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #155 holding.
  • Catherine Avery Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.9K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.