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

CV 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	$2.34M	Buy	22,884 +172	+0.8%	+$18.2K	0.39%	22
2026 Q2	$2.48M	Hold	22,712	–	–	0.46%	23
2026 Q1	$2.48M	Buy	22,712 +1,262	+6%	+$139K	0.68%	18
2025 Q4	$2.36M	Sell	21,450 -4,950	-19%	-$550K	0.6%	18
2025 Q3	$2.94M	Hold	26,400	–	–	0.82%	14
2025 Q2	$2.89M	Sell	26,400 -1,775	-6%	-$190K	0.89%	12
2025 Q1	$3.06M	Sell	28,175 -365	-1%	-$39.3K	1.08%	13
2024 Q4	$3.05M	Buy	28,540 +19,450	+214%	+$2.13M	1.06%	12
2024 Q3	$1.03M	Sell	9,090 -3,327	-27%	-$368K	0.49%	14
2024 Q2	$1.33M	Buy	12,417 +227	+2%	+$24.2K	0.7%	12
2024 Q1	$1.33M	Sell	12,190 -800	-6%	-$86.9K	0.75%	13
2023 Q4	$1.44M	Sell	12,990 -1,442	-10%	-$150K	0.97%	12
2023 Q3	$1.47M	Buy	14,432 +1,045	+8%	+$110K	1.09%	11
2023 Q2	$1.45M	Sell	13,387 -2	-0%	-$216	1.06%	11
2023 Q1	$1.47M	Buy	13,389 +2,342	+21%	+$254K	1.29%	10
2022 Q4	$1.16M	Sell	11,047 -5,645	-34%	-$591K	1.12%	11
2022 Q3	$1.71M	Buy	+16,692	New	+$1.84M	1.68%	9
2022 Q2	–	Sell	-21,609	Closed	-$2.62M	–	27
2022 Q1	$2.62M	Sell	21,609 -330	-2%	-$41.2K	1.85%	9
2021 Q4	$2.91M	Buy	+21,939	New	+$2.92M	1.66%	10

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

CV Advisors's LQD Position: Q3 2026 in Review

CV Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.76% in Q3 2026, buying an estimated $18.2K and bringing the position to 22,884 shares worth $2.34M. The position accounts for 0.39% of the portfolio, ranked #22.

CV Advisors first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.06M in Q1 2025. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

CV Advisors held 22,884 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.34M as of Q3 2026.
CV Advisors bought 172 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $18.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.39% of CV Advisors's portfolio in Q3 2026, its #22 holding.
CV Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
CV Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.06M in Q1 2025.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

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