CIA
LQD icon

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

Concurrent Investment 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 		$3.03M Buy
27,825
+7,301
+36% +$796K 0.03% 588
2026
Q1 		$2.24M Buy
20,524
+1,163
+6% +$128K 0.02% 575
2025
Q4 		$2.13M Buy
19,361
+41
+0.2% +$4.56K 0.02% 551
2025
Q3 		$2.15M Sell
19,320
-335
-2% -$36.8K 0.04% 444
2025
Q2 		$2.15M Buy
19,655
+5,772
+42% +$619K 0.04% 412
2025
Q1 		$1.51M Sell
13,883
-647
-4% -$69.7K 0.04% 429
2024
Q4 		$1.55M Sell
14,530
-953
-6% -$104K 0.04% 384
2024
Q3 		$1.75M Buy
15,483
+5,205
+51% +$576K 0.05% 348
2024
Q2 		$1.1M Buy
10,278
+1,507
+17% +$161K 0.04% 405
2024
Q1 		$955K Sell
8,771
-5,391
-38% -$586K 0.04% 377
2023
Q4 		$1.57M Buy
+14,162
New +$1.47M 0.07% 266

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

Concurrent Investment Advisors's LQD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 36% in Q2 2026, buying an estimated $796K and bringing the position to 27,825 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #588.

Concurrent Investment Advisors first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Concurrent Investment Advisors held 27,825 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.03M as of Q2 2026.
  • Concurrent Investment Advisors bought 7,301 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $796K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #588 holding.
  • Concurrent Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.