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

Cresta 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 		$10.7M Sell
98,021
-25,966
-21% -$2.83M 3.84% 7
2026
Q1 		$13.5M Buy
123,987
+2,595
+2% +$286K 5.53% 6
2025
Q4 		$13.4M Buy
121,392
+2,832
+2% +$315K 5.61% 6
2025
Q3 		$13.2M Buy
118,560
+6,385
+6% +$702K 5.9% 6
2025
Q2 		$12.3M Sell
112,175
-10,373
-8% -$1.11M 5.99% 6
2025
Q1 		$13.3M Sell
122,548
-9,663
-7% -$1.04M 6.9% 6
2024
Q4 		$14.9M Hold
132,211
– – 7.81% 4
2024
Q3 		$14.9M Buy
132,211
+2,910
+2% +$322K 7.81% 4
2024
Q2 		$13.9M Buy
129,301
+90
+0.1% +$9.61K 8.21% 3
2024
Q1 		$14.1M Buy
129,211
+1,575
+1% +$171K 8.93% 3
2023
Q4 		$14.1M Buy
127,636
+6,449
+5% +$672K 9.42% 3
2023
Q3 		$12.4M Sell
121,187
-28,479
-19% -$3M 9.57% 3
2023
Q2 		$16.2M Sell
149,666
-151,094
-50% -$16.3M 12.58% 1
2023
Q1 		$33M Sell
300,760
-34,965
-10% -$3.79M 25.65% 1
2022
Q4 		$35.4M Buy
+335,725
New +$35.1M 30.88% 1

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

Cresta Advisors's LQD Position: Q2 2026 in Review

Cresta Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q2 2026, selling an estimated $2.83M and leaving 98,021 shares worth $10.7M. The position accounts for 3.84% of the portfolio, ranked #7.

Cresta Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.4M in Q4 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cresta Advisors held 98,021 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.7M as of Q2 2026.
  • Cresta Advisors sold 25,966 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.83M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.84% of Cresta Advisors's portfolio in Q2 2026, its #7 holding.
  • Cresta Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cresta Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.4M in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.