Crestwood Advisors Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $683K | Buy |
6,270
+91
| +1% | +$10K | 0.01% | 351 |
|
|
2025
Q4 | $681K | Buy |
6,179
+417
| +7% | +$46.4K | 0.01% | 340 |
|
|
2025
Q3 | $642K | Sell |
5,762
-3
| -0.1% | -$330 | 0.01% | 328 |
|
|
2025
Q2 | $632K | Sell |
5,765
-17
| -0.3% | -$1.82K | 0.01% | 315 |
|
|
2025
Q1 | $628K | Sell |
5,782
-1,117
| -16% | -$120K | 0.01% | 316 |
|
|
2024
Q4 | $737K | Sell |
6,899
-317
| -4% | -$34.7K | 0.01% | 267 |
|
|
2024
Q3 | $815K | Buy |
7,216
+560
| +8% | +$62K | 0.02% | 248 |
|
|
2024
Q2 | $713K | Hold |
6,656
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $725K | Sell |
6,656
-1,235
| -16% | -$134K | 0.02% | 239 |
|
|
2023
Q4 | $873K | Buy |
7,891
+4,838
| +158% | +$504K | 0.02% | 224 |
|
|
2023
Q3 | $311K | Sell |
3,053
-1,358
| -31% | -$143K | 0.01% | 293 |
|
|
2023
Q2 | $477K | Sell |
4,411
-200
| -4% | -$21.6K | 0.02% | 184 |
|
|
2023
Q1 | $505K | Buy |
4,611
+400
| +9% | +$43.3K | 0.02% | 186 |
|
|
2022
Q4 | $444K | Sell |
4,211
-1,050
| -20% | -$110K | 0.02% | 199 |
|
|
2022
Q3 | $539K | Buy |
5,261
+2,206
| +72% | +$243K | 0.02% | 187 |
|
|
2022
Q2 | $335K | Sell |
3,055
-2,599
| -46% | -$293K | 0.01% | 214 |
|
|
2022
Q1 | $685K | Hold |
5,654
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $749K | Sell |
5,654
-25
| -0.4% | -$3.32K | 0.02% | 183 |
|
|
2021
Q3 | $757K | Hold |
5,679
| – | – | 0.02% | 168 |
|
|
2021
Q2 | $762K | Hold |
5,679
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $738K | Sell |
5,679
-736
| -11% | -$97.9K | 0.02% | 166 |
|
|
2020
Q4 | $886K | Buy |
6,415
+699
| +12% | +$95.2K | 0.03% | 151 |
|
|
2020
Q3 | $770K | Sell |
5,716
-90
| -2% | -$12.3K | 0.03% | 141 |
|
|
2020
Q2 | $778K | Sell |
5,806
-43
| -0.7% | -$5.59K | 0.03% | 135 |
|
|
2020
Q1 | $722K | Sell |
5,849
-3,894
| -40% | -$496K | 0.04% | 131 |
|
|
2019
Q4 | $1.25M | Buy |
9,743
+6,240
| +178% | +$795K | 0.05% | 125 |
|
|
2019
Q3 | $447K | Sell |
3,503
-975
| -22% | -$123K | 0.02% | 174 |
|
|
2019
Q2 | $557K | Buy |
4,478
+98
| +2% | +$11.8K | 0.03% | 156 |
|
|
2019
Q1 | $521K | Hold |
4,380
| – | – | 0.04% | 108 |
|
|
2018
Q4 | $494K | Hold |
4,380
| – | – | 0.04% | 102 |
|
|
2018
Q3 | $503K | Buy |
4,380
+215
| +5% | +$24.8K | 0.04% | 104 |
|
|
2018
Q2 | $481K | Buy |
4,165
+1,023
| +33% | +$118K | 0.04% | 108 |
|
|
2018
Q1 | $369K | Buy |
3,142
+77
| +3% | +$9.1K | 0.03% | 120 |
|
|
2017
Q4 | $373K | Hold |
3,065
| – | – | 0.03% | 127 |
|
|
2017
Q3 | $372K | Buy |
3,065
+165
| +6% | +$19.9K | 0.03% | 116 |
|
|
2017
Q2 | $351K | Hold |
2,900
| – | – | 0.03% | 114 |
|
|
2017
Q1 | $344K | Buy |
+2,900
| New | +$341K | 0.03% | 109 |
|
|
2014
Q1 | – | Sell |
-42,525
| Closed | -$4.86M | – | 130 |
|
|
2013
Q4 | $4.86M | Buy |
42,525
+1,695
| +4% | +$194K | 0.78% | 47 |
|
|
2013
Q3 | $4.63M | Sell |
40,830
-2,391
| -6% | -$271K | 0.81% | 44 |
|
|
2013
Q2 | $4.91M | Buy |
+43,221
| New | +$5.14M | 0.91% | 45 |
|
Other funds holding LQD
MYLI
N
B
Crestwood Advisors Group's LQD Position: Q1 2026 in Review
Crestwood Advisors Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q1 2026, buying an estimated $10K and bringing the position to 6,270 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #351.
Crestwood Advisors Group first reported a position in LQD in Q2 2013 and has held it in 40 quarters since. The position peaked at $4.91M in Q2 2013. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Crestwood Advisors Group held 6,270 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $683K as of Q1 2026.
- Crestwood Advisors Group bought 91 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $10K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #351 holding.
- Crestwood Advisors Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 40 quarters since.
- Crestwood Advisors Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.91M in Q2 2013.
- 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.