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

Consilio 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
Q1 		$10.7M Buy
98,371
+17,388
+21% +$1.92M 3.13% 8
2025
Q4 		$8.92M Buy
80,983
+78,282
+2,898% +$8.7M 2.61% 10
2025
Q3 		$301K Buy
+2,701
New +$297K 0.1% 60

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Consilio Wealth Advisors's LQD Position: Q1 2026 in Review

Consilio Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q1 2026, buying an estimated $1.92M and bringing the position to 98,371 shares worth $10.7M. The position accounts for 3.13% of the portfolio, ranked #8.

Consilio Wealth Advisors first reported a position in LQD in Q3 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Consilio Wealth Advisors held 98,371 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.7M as of Q1 2026.
  • Consilio Wealth Advisors bought 17,388 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.92M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.13% of Consilio Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Consilio Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.