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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
Q2 		$11M Buy
101,239
+2,868
+3% +$312K 2.65% 8
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 $1.55T 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

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

Consilio Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.9% in Q2 2026, buying an estimated $312K and bringing the position to 101,239 shares worth $11M. The position accounts for 2.65% of the portfolio, ranked #8.

Consilio Wealth Advisors first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Consilio Wealth Advisors held 101,239 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11M as of Q2 2026.
  • Consilio Wealth Advisors bought 2,868 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $312K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.65% of Consilio Wealth Advisors's portfolio in Q2 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 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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