Diversify Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Diversify Advisory Services’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	$13.6M	Buy	+127,286	New	+$13.9M	0.23%	91
2026 Q1	–	Sell	-120,112	Closed	-$13.3M	–	592
2025 Q4	$13.3M	Buy	120,112 +111,468	+1,290%	+$12.4M	0.42%	40
2025 Q3	$955K	Sell	8,644 -359	-4%	-$39.5K	0.03%	381
2025 Q2	$987K	Buy	9,003 +1,415	+19%	+$152K	0.04%	334
2025 Q1	$823K	Buy	7,588 +1,746	+30%	+$188K	0.05%	252
2024 Q4	$616K	Sell	5,842 -251,469	-98%	-$27.5M	0.03%	321
2024 Q3	$28.2M	Buy	257,311 +52,463	+26%	+$5.8M	1.52%	11
2024 Q2	$22.1M	Buy	204,848 +194,207	+1,825%	+$20.7M	1.21%	14
2024 Q1	$1.14M	Buy	+10,641	New	+$1.16M	0.07%	225

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Diversify Advisory Services's LQD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 127,286 shares worth $13.6M. The stake represents 0.23% of the portfolio and ranks #91 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LQD as recently as Q4 2025.

Diversify Advisory Services first reported a position in LQD in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.2M in Q3 2024. 770 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Diversify Advisory Services held 127,286 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.6M as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Diversify Advisory Services's portfolio in Q2 2026, its #91 holding.
Diversify Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.2M in Q3 2024.
770 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.