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

Claro 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 		$471K Sell
4,319
-282
-6% -$30.7K 0.05% 280
2026
Q1 		$501K Buy
4,601
+1,397
+44% +$154K 0.06% 239
2025
Q4 		$353K Sell
3,204
-991
-24% -$110K 0.05% 293
2025
Q3 		$468K Sell
4,195
-37
-0.9% -$4.07K 0.07% 238
2025
Q2 		$464K Sell
4,232
-7,814
-65% -$838K 0.08% 214
2025
Q1 		$1.31M Sell
12,046
-42
-0.3% -$4.53K 0.18% 110
2024
Q4 		$1.29M Sell
12,088
-5,451
-31% -$596K 0.17% 106
2024
Q3 		$1.98M Buy
17,539
+2,849
+19% +$315K 0.26% 76
2024
Q2 		$1.57M Sell
14,690
-2,112
-13% -$225K 0.25% 84
2024
Q1 		$1.83M Sell
16,802
-11,439
-41% -$1.24M 0.32% 58
2023
Q4 		$3.13M Buy
28,241
+7,116
+34% +$741K 0.68% 33
2023
Q3 		$2.16M Buy
21,125
+7,350
+53% +$775K 0.54% 37
2023
Q2 		$1.49M Buy
13,775
+9,783
+245% +$1.06M 0.37% 56
2023
Q1 		$438K Buy
3,992
+526
+15% +$57K 0.13% 197
2022
Q4 		$365K Buy
+3,466
New +$363K 0.12% 205
2019
Q1 		– Sell
-1,113
Closed -$128K – 610
2018
Q4 		$128K Buy
+1,113
New +$125K 0.1% 185

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

Claro Advisors's LQD Position: Q2 2026 in Review

Claro Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.1% in Q2 2026, selling an estimated $30.7K and leaving 4,319 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #280.

Claro Advisors first reported a position in LQD in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.13M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Claro Advisors held 4,319 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $471K as of Q2 2026.
  • Claro Advisors sold 282 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #280 holding.
  • Claro Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • Claro Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.13M in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.