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

Clarus 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 		$2.93M Buy
27,239
+2,503
+10% +$273K 1.13% 23
2026
Q1 		$2.7M Buy
24,736
+426
+2% +$47K 1.15% 21
2025
Q4 		$2.69M Buy
24,310
+763
+3% +$84.8K 1.12% 23
2025
Q3 		$2.63M Buy
23,547
+1,419
+6% +$156K 1.16% 22
2025
Q2 		$2.39M Buy
22,128
+578
+3% +$62K 1.11% 23
2025
Q1 		$2.31M Buy
21,550
+3,172
+17% +$342K 1.23% 20
2024
Q4 		$1.93M Buy
18,378
+1,344
+8% +$147K 0.96% 25
2024
Q3 		$1.89M Sell
17,034
-227
-1% -$25.1K 0.96% 24
2024
Q2 		$1.87M Sell
17,261
-4,255
-20% -$454K 0.99% 23
2024
Q1 		$2.28M Buy
21,516
+1,024
+5% +$111K 1.29% 20
2023
Q4 		$2.23M Buy
+20,492
New +$2.13M 1.32% 21
2023
Q2 		$2.19M Buy
20,711
+2,287
+12% +$247K 1.33% 19
2023
Q1 		$2.03M Buy
18,424
+358
+2% +$38.8K 1.28% 20
2022
Q4 		$1.96M Buy
18,066
+8,690
+93% +$910K 1.29% 25
2022
Q3 		$952K Sell
9,376
-76
-0.8% -$8.38K 0.68% 35
2022
Q2 		$1.05M Buy
+9,452
New +$1.07M 0.74% 31
2021
Q2 		– Sell
-1,634
Closed -$214K – 120
2021
Q1 		$214K Sell
1,634
-115
-7% -$15.3K 0.13% 120
2020
Q4 		$236K Sell
1,749
-9,763
-85% -$1.33M 0.16% 114
2020
Q3 		$1.54M Buy
11,512
+2,228
+24% +$304K 1.2% 21
2020
Q2 		$1.26M Buy
9,284
+7,571
+442% +$985K 1.06% 18
2020
Q1 		$207K Buy
+1,713
New +$218K 0.21% 108
2019
Q4 		– Sell
-1,685
Closed -$215K – 156
2019
Q3 		$215K Buy
1,685
+68
+4% +$8.57K 0.16% 128
2019
Q2 		$201K Buy
1,617
+878
+119% +$105K 0.15% 109
2019
Q1 		$88K Buy
739
+9
+1% +$1.04K 0.07% 216
2018
Q4 		$82K Buy
730
+7
+1% +$787 0.13% 194
2018
Q3 		$83K Buy
723
+10
+1% +$1.15K 0.05% 227
2018
Q2 		$84K Buy
+713
New +$82.1K 0.06% 215

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarus Wealth Advisors's LQD Position: Q2 2026 in Review

Clarus Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q2 2026, buying an estimated $273K and bringing the position to 27,239 shares worth $2.93M. The position accounts for 1.13% of the portfolio, ranked #23.

Clarus Wealth Advisors first reported a position in LQD in Q2 2018 and has held it in 27 quarters since. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Clarus Wealth Advisors held 27,239 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.93M as of Q2 2026.
  • Clarus Wealth Advisors bought 2,503 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $273K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.13% of Clarus Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Clarus Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 27 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.