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

Clearstead 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 		$1.78M Buy
16,309
+2,021
+14% +$220K 0.02% 405
2026
Q1 		$1.56M Sell
14,288
-4,648
-25% -$512K 0.01% 416
2025
Q4 		$2.09M Sell
18,936
-4,726
-20% -$525K 0.03% 321
2025
Q3 		$2.64M Sell
23,662
-714
-3% -$78.5K 0.03% 276
2025
Q2 		$2.67M Sell
24,376
-317
-1% -$34K 0.04% 272
2025
Q1 		$2.68M Sell
24,693
-34,590
-58% -$3.73M 0.04% 258
2024
Q4 		$6.33M Sell
59,283
-6,607
-10% -$723K 0.1% 156
2024
Q3 		$7.44M Sell
65,890
-30,980
-32% -$3.43M 0.12% 147
2024
Q2 		$10.4M Buy
96,870
+95,656
+7,879% +$10.2M 0.18% 118
2024
Q1 		$129K Hold
1,214
– – 0.01% 554
2023
Q4 		$134K Sell
1,214
-1,214
-50% -$126K 0.01% 519
2023
Q3 		$248K Buy
2,428
+1,059
+77% +$112K 0.01% 527
2023
Q2 		$148K Buy
1,369
+100
+8% +$10.8K 0.01% 486
2023
Q1 		$139K Hold
1,269
– – 0.01% 447
2022
Q4 		$134K Hold
1,269
– – 0.01% 444
2022
Q3 		$130K Hold
1,269
– – 0.01% 424
2022
Q2 		$140K Sell
1,269
-1,983
-61% -$224K 0.01% 436
2022
Q1 		$393K Sell
3,252
-26
-0.8% -$3.24K 0.03% 299
2021
Q4 		$434K Buy
3,278
+162
+5% +$21.5K 0.03% 274
2021
Q3 		$415K Buy
3,116
+1
+0% +$135 0.03% 267
2021
Q2 		$419K Buy
3,115
+682
+28% +$89.9K 0.03% 251
2021
Q1 		$316K Buy
2,433
+459
+23% +$61.1K 0.03% 274
2020
Q4 		$273K Hold
1,974
– – 0.02% 279
2020
Q3 		$266K Buy
1,974
+333
+20% +$45.4K 0.03% 247
2020
Q2 		$221K Hold
1,641
– – 0.03% 259
2020
Q1 		$203K Buy
+1,641
New +$209K 0.03% 234
2017
Q4 		– Sell
-1,890
Closed -$229K – 243
2017
Q3 		$229K Sell
1,890
-630
-25% -$76.1K 0.03% 223
2017
Q2 		$304K Buy
+2,520
New +$301K 0.04% 183

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

Clearstead Advisors's LQD Position: Q2 2026 in Review

Clearstead Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q2 2026, buying an estimated $220K and bringing the position to 16,309 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #405.

Clearstead Advisors first reported a position in LQD in Q2 2017 and has held it in 28 quarters since. The position peaked at $10.4M in Q2 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Clearstead Advisors held 16,309 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.78M as of Q2 2026.
  • Clearstead Advisors bought 2,021 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $220K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #405 holding.
  • Clearstead Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 28 quarters since.
  • Clearstead Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.4M in Q2 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.