CA
LQD icon

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
Q3 		$8.74M Sell
85,563
-12,458
-13% -$1.32M 3.81% 7
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% +$9.6K 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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Cresta Advisors's LQD Position: Q3 2026 in Review

Cresta Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q3 2026, selling an estimated $1.32M and leaving 85,563 shares worth $8.74M. The position accounts for 3.81% of the portfolio, ranked #7.

Cresta Advisors first reported a position in LQD in Q4 2022 and has held it in 16 quarters since. The position peaked at $35.4M in Q4 2022. 187 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Cresta Advisors held 85,563 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.74M as of Q3 2026.
  • Cresta Advisors sold 12,458 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.32M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.81% of Cresta Advisors's portfolio in Q3 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 16 quarters since.
  • Cresta Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.4M in Q4 2022.
  • 187 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.