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

Crewe 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	$17.7K	Buy	162 +58	+56%	+$6.32K	﹤0.01%	638
2026 Q1	$11.3K	Hold	104	–	–	﹤0.01%	613
2025 Q4	$11.5K	Hold	104	–	–	﹤0.01%	598
2025 Q3	$11.6K	Hold	104	–	–	﹤0.01%	601
2025 Q2	$11.4K	Buy	+104	New	+$11.2K	﹤0.01%	442
2023 Q1	–	Sell	-14	Closed	-$1.48K	–	950
2022 Q4	$1.48K	Buy	+14	New	+$1.47K	﹤0.01%	879
2020 Q1	–	Sell	-116	Closed	-$15K	–	218
2019 Q4	$15K	Buy	+116	New	+$14.8K	0.01%	166
2019 Q3	–	Sell	-318	Closed	-$40K	–	275
2019 Q2	$40K	Hold	318	–	–	0.01%	154
2019 Q1	$38K	Buy	+318	New	+$36.8K	0.01%	134

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Crewe Advisors's LQD Position: Q2 2026 in Review

Crewe Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 56% in Q2 2026, buying an estimated $6.32K and bringing the position to 162 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Crewe Advisors first reported a position in LQD in Q1 2019 and has held it in 9 quarters since. The position peaked at $40K in Q2 2019. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Crewe Advisors held 162 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $17.7K as of Q2 2026.
Crewe Advisors bought 58 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.32K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #638 holding.
Crewe Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 9 quarters since.
Crewe Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $40K in Q2 2019.
1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.