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

Centerpoint 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	$64K	Sell	586 -44	-7%	-$4.79K	0.02%	154
2026 Q1	$69K	Buy	630 +36	+6%	+$3.97K	0.02%	136
2025 Q4	$65K	Hold	594	–	–	0.02%	149
2025 Q3	$66K	Hold	594	–	–	0.02%	152
2025 Q2	$65K	Hold	594	–	–	0.02%	142
2025 Q1	$65K	Buy	594 +13	+2%	+$1.4K	0.02%	147
2024 Q4	$62K	Buy	581 +51	+10%	+$5.58K	0.02%	154
2024 Q3	$60K	Hold	530	–	–	0.02%	158
2024 Q2	$57K	Buy	530 +10	+2%	+$1.07K	0.02%	157
2024 Q1	$57K	Buy	520 +158	+44%	+$17.2K	0.02%	150
2023 Q4	$40K	Hold	362	–	–	0.02%	169
2023 Q3	$37K	Hold	362	–	–	0.02%	170
2023 Q2	$39K	Hold	362	–	–	0.02%	179
2023 Q1	$40K	Hold	362	–	–	0.02%	181
2022 Q4	$38K	Buy	362 +187	+107%	+$19.6K	0.02%	162
2022 Q3	$18K	Hold	175	–	–	0.01%	189
2022 Q2	$19K	Hold	175	–	–	0.01%	196
2022 Q1	$21K	Hold	175	–	–	0.01%	191
2021 Q4	$23K	Hold	175	–	–	0.01%	173
2021 Q3	$23K	Sell	175 -204	-54%	-$27.6K	0.01%	160
2021 Q2	$51K	Buy	379 +29	+8%	+$3.82K	0.02%	127
2021 Q1	$46K	Sell	350 -14	-4%	-$1.86K	0.03%	105
2020 Q4	$50K	Buy	+364	New	+$49.6K	0.03%	99

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

Centerpoint Advisors's LQD Position: Q2 2026 in Review

Centerpoint Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q2 2026, selling an estimated $4.79K and leaving 586 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #154.

Centerpoint Advisors first reported a position in LQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $69K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Centerpoint Advisors held 586 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $64K as of Q2 2026.
Centerpoint Advisors sold 44 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.79K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #154 holding.
Centerpoint Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Centerpoint Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $69K in Q1 2026.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.