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Continuum Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Continuum Advisory’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 		$182K Buy
+1,669
New +$182K 0.01% 487
2025
Q2 		– Sell
-1,738
Closed -$189K – 1085
2025
Q1 		$189K Sell
1,738
-94
-5% -$10.1K 0.02% 402
2024
Q4 		$196K Sell
1,832
-114
-6% -$12.5K 0.03% 392
2024
Q3 		$211K Buy
1,946
+124
+7% +$13.7K 0.03% 386
2024
Q2 		$195K Buy
1,822
+403
+28% +$43K 0.03% 376
2024
Q1 		$151K Sell
1,419
-8,932
-86% -$971K 0.02% 415
2023
Q4 		$1.15M Buy
10,351
+3,195
+45% +$333K 0.16% 155
2023
Q3 		$730K Sell
7,156
-2,681
-27% -$283K 0.12% 206
2023
Q2 		$1.06M Sell
9,837
-2,390
-20% -$258K 0.17% 153
2023
Q1 		$1.34M Buy
12,227
+3,073
+34% +$333K 0.23% 121
2022
Q4 		$965K Sell
9,154
-2,196
-19% -$230K 0.17% 156
2022
Q3 		$1.16M Sell
11,350
-15,146
-57% -$1.67M 0.21% 132
2022
Q2 		$2.92M Buy
26,496
+17,418
+192% +$1.97M 0.53% 42
2022
Q1 		$1.02M Buy
+9,078
New +$1.13M 0.19% 135
2021
Q3 		– Sell
-1,777
Closed -$239K – 301
2021
Q2 		$239K Buy
+1,777
New +$234K 0.07% 239
2020
Q2 		– Sell
-11,100
Closed -$1.35M – 157
2020
Q1 		$1.35M Buy
11,100
+38
+0.3% +$4.84K 0.91% 33
2019
Q4 		$1.42M Buy
+11,062
New +$1.41M 0.82% 33

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

Continuum Advisory's LQD Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 1,669 shares worth $182K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in LQD as recently as Q1 2025.

Continuum Advisory first reported a position in LQD in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.92M in Q2 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Continuum Advisory held 1,669 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $182K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Continuum Advisory position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #487 holding.
  • Continuum Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Continuum Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.92M in Q2 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.