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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CV Advisors's LQD Position: Q2 2026 in Review

CV Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 22,712 shares worth $2.48M. The position accounts for 0.46% of the portfolio, ranked #23.

CV Advisors first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.06M in Q1 2025. 249 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

CV Advisors held 22,712 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.48M as of Q2 2026.
CV Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.46% of CV Advisors's portfolio in Q2 2026, its #23 holding.
CV Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
CV Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.06M in Q1 2025.
249 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.