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 Q3	–	Sell	-27,239	Closed	-$2.93M	–	91
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Clarus Wealth Advisors's LQD Position: Q3 2026 in Review

Clarus Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 27,239 shares — an estimated $2.93M sold.

Clarus Wealth Advisors first reported a position in LQD in Q2 2018 and held it in 27 quarters. The position peaked at $2.93M in Q2 2026. 423 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Clarus Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Clarus Wealth Advisors sold 27,239 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.93M.
Clarus Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 27 quarters.
Clarus Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.93M in Q2 2026.
423 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.