David J. Yvars Group
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David J. Yvars Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

David J. Yvars Group’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 		$6M Sell
58,688
-2,478
-4% -$263K 2.76% 9
2026
Q2 		$6.67M Sell
61,166
-614
-1% -$66.9K 3.15% 8
2026
Q1 		$6.73M Buy
61,780
+2,138
+4% +$236K 3.76% 7
2025
Q4 		$6.57M Buy
59,642
+6,120
+11% +$680K 3.5% 7
2025
Q3 		$5.97M Buy
53,522
+3,795
+8% +$417K 3.2% 7
2025
Q2 		$5.45M Buy
49,727
+40,741
+453% +$4.37M 3.19% 8
2025
Q1 		$977K Buy
8,986
+782
+10% +$84.3K 0.77% 21
2024
Q4 		$877K Buy
8,204
+145
+2% +$15.9K 0.53% 30
2024
Q3 		$911K Buy
8,059
+33
+0.4% +$3.65K 0.56% 31
2024
Q2 		$860K Buy
8,026
+73
+0.9% +$7.79K 0.54% 29
2024
Q1 		$866K Buy
7,953
+664
+9% +$72.2K 0.58% 30
2023
Q4 		$807K Sell
7,289
-6
-0.1% -$625 0.65% 25
2023
Q3 		$744K Buy
7,295
+395
+6% +$41.6K 0.62% 28
2023
Q2 		$746K Buy
6,900
+940
+16% +$102K 0.62% 29
2023
Q1 		$653K Buy
5,960
+2,100
+54% +$227K 0.59% 31
2022
Q4 		$407K Hold
3,860
– – 0.51% 33
2022
Q3 		$395K Hold
3,860
– – 0.44% 35
2022
Q2 		$429K Sell
3,860
-10,060
-72% -$1.14M 0.58% 31
2022
Q1 		$1.68M Sell
13,920
-1,684
-11% -$210K 1.17% 21
2021
Q4 		$2.07M Sell
15,604
-660
-4% -$87.7K 1.28% 18
2021
Q3 		$2.17M Buy
16,264
+29
+0.2% +$3.92K 1.27% 19
2021
Q2 		$2.18M Buy
16,235
+165
+1% +$21.8K 1.23% 21
2021
Q1 		$2.09M Sell
16,070
-903
-5% -$120K 1.33% 19
2020
Q4 		$2.34M Buy
+16,973
New +$2.31M 1.59% 15

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

David J. Yvars Group's LQD Position: Q3 2026 in Review

David J. Yvars Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.1% in Q3 2026, selling an estimated $263K and leaving 58,688 shares worth $6M. The position accounts for 2.76% of the portfolio, ranked #9.

David J. Yvars Group first reported a position in LQD in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.73M in Q1 2026. 267 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • David J. Yvars Group held 58,688 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6M as of Q3 2026.
  • David J. Yvars Group sold 2,478 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $263K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.76% of David J. Yvars Group's portfolio in Q3 2026, its #9 holding.
  • David J. Yvars Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.73M in Q1 2026.
  • 267 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.