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

DHJJ Financial 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	$546	Buy	5 +2	+67%	+$218	﹤0.01%	891
2026 Q1	$327	Hold	3	–	–	﹤0.01%	939
2025 Q4	$331	Hold	3	–	–	﹤0.01%	900
2025 Q3	$335	Sell	3 -22	-88%	-$2.42K	﹤0.01%	868
2025 Q2	$2.74K	Buy	+25	New	+$2.68K	﹤0.01%	660
2025 Q1	–	Sell	-60	Closed	-$6.41K	–	936
2024 Q4	$6.41K	Hold	60	–	–	﹤0.01%	536
2024 Q3	$6.78K	Sell	60 -61	-50%	-$6.75K	﹤0.01%	528
2024 Q2	$13K	Hold	121	–	–	0.01%	428
2024 Q1	$13.2K	Hold	121	–	–	0.01%	413
2023 Q4	$13.4K	Hold	121	–	–	0.01%	408
2023 Q3	$12.3K	Buy	+121	New	+$12.8K	0.01%	410

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

DHJJ Financial Advisors's LQD Position: Q2 2026 in Review

DHJJ Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 67% in Q2 2026, buying an estimated $218 and bringing the position to 5 shares worth $546. The position accounts for ﹤0.01% of the portfolio, ranked #891.

DHJJ Financial Advisors first reported a position in LQD in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.4K in Q4 2023. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

DHJJ Financial Advisors held 5 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $546 as of Q2 2026.
DHJJ Financial Advisors bought 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $218.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #891 holding.
DHJJ Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.4K in Q4 2023.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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