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

Davis Wealth 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	$226K	Buy	+2,074	New	+$226K	0.18%	70

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

Davis Wealth Advisors's LQD Position: Q2 2026 in Review

Davis Wealth Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,074 shares worth $226K. The stake represents 0.18% of the portfolio and ranks #70 among its holdings.

1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Davis Wealth Advisors held 2,074 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $226K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Davis Wealth Advisors position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Davis Wealth Advisors's portfolio in Q2 2026, its #70 holding.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.