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CBIZ Investment Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CBIZ Investment Advisory Services’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 		$4.26K Hold
39
– – ﹤0.01% 243
2026
Q1 		$4.26K Hold
39
– – ﹤0.01% 243
2025
Q4 		$4.28K Sell
39
-8,363
-100% -$930K ﹤0.01% 528
2025
Q3 		$937K Hold
8,402
– – 0.04% 28
2025
Q2 		$921K Hold
8,402
– – 0.04% 23
2025
Q1 		$913K Sell
8,402
-142
-2% -$15.3K 0.04% 24
2024
Q4 		$913K Buy
+8,544
New +$935K 0.05% 24
2021
Q3 		– Hold
0
– – – 31
2021
Q2 		– Hold
0
– – – 33
2021
Q1 		– Hold
0
– – – 28
2020
Q4 		– Hold
0
– – – 24
2020
Q3 		– Hold
0
– – – 26
2020
Q2 		– Hold
0
– – – 29
2020
Q1 		– Hold
0
– – – 23
2019
Q4 		– Hold
0
– – – 30

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

CBIZ Investment Advisory Services's LQD Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 39 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

CBIZ Investment Advisory Services first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $937K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • CBIZ Investment Advisory Services held 39 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.26K as of Q2 2026.
  • CBIZ Investment Advisory Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #243 holding.
  • CBIZ Investment Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $937K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.