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Dynamic Advisor Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Dynamic Advisor Solutions’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 		$979K Sell
8,977
-1,067
-11% -$116K 0.03% 495
2026
Q1 		$1.09M Buy
10,044
+1,078
+12% +$119K 0.03% 437
2025
Q4 		$988K Sell
8,966
-3,615
-29% -$402K 0.03% 462
2025
Q3 		$1.4M Buy
12,581
+3,151
+33% +$346K 0.04% 397
2025
Q2 		$1.03M Buy
9,430
+779
+9% +$83.6K 0.03% 447
2025
Q1 		$940K Buy
8,651
+294
+4% +$31.7K 0.03% 437
2024
Q4 		$893K Sell
8,357
-2,885
-26% -$316K 0.04% 336
2024
Q3 		$1.27M Buy
11,242
+371
+3% +$41K 0.04% 393
2024
Q2 		$1.16M Sell
10,871
-1,022
-9% -$109K 0.04% 423
2024
Q1 		$1.3M Sell
11,893
-7,500
-39% -$815K 0.04% 384
2023
Q4 		$2.11M Sell
19,393
-39,381
-67% -$4.1M 0.08% 275
2023
Q3 		$6M Buy
58,774
+971
+2% +$102K 0.28% 94
2023
Q2 		$6.25M Sell
57,803
-3,714
-6% -$402K 0.32% 78
2023
Q1 		$6.74M Buy
61,517
+6,162
+11% +$667K 0.39% 61
2022
Q4 		$5.84M Sell
55,355
-7,284
-12% -$762K 0.4% 56
2022
Q3 		$6.42M Buy
62,639
+1,630
+3% +$180K 0.49% 44
2022
Q2 		$6.71M Sell
61,009
-45,749
-43% -$5.17M 0.52% 44
2022
Q1 		$12.9M Sell
106,758
-5,026
-4% -$627K 0.9% 18
2021
Q4 		$14.8M Sell
111,784
-3,536
-3% -$470K 1.06% 13
2021
Q3 		$15.3M Buy
115,320
+81,396
+240% +$11M 1.15% 12
2021
Q2 		$4.56M Sell
33,924
-2,820
-8% -$372K 0.36% 67
2021
Q1 		$4.78M Buy
36,744
+1,506
+4% +$200K 0.44% 51
2020
Q4 		$4.87M Buy
35,238
+5,530
+19% +$753K 0.46% 52
2020
Q3 		$4M Buy
29,708
+11,792
+66% +$1.61M 0.45% 47
2020
Q2 		$2.41M Buy
17,916
+12,869
+255% +$1.67M 0.33% 87
2020
Q1 		$623K Sell
5,047
-2,903
-37% -$370K 0.11% 212
2019
Q4 		$1.02M Sell
7,950
-457
-5% -$58.2K 0.14% 188
2019
Q3 		$1.07M Sell
8,407
-130
-2% -$16.4K 0.17% 150
2019
Q2 		$1.06M Buy
8,537
+744
+10% +$89.3K 0.17% 152
2019
Q1 		$928K Sell
7,793
-36
-0.5% -$4.17K 0.18% 141
2018
Q4 		$901K Buy
7,829
+1,825
+30% +$205K 0.19% 131
2018
Q3 		$690K Sell
6,004
-3,312
-36% -$382K 0.14% 177
2018
Q2 		$1.07M Buy
9,316
+1,198
+15% +$138K 0.24% 122
2018
Q1 		$953K Buy
8,118
+5,229
+181% +$618K 0.24% 124
2017
Q4 		$351K Buy
2,889
+231
+9% +$27.9K 0.12% 186
2017
Q3 		$322K Sell
2,658
-183
-6% -$22.1K 0.13% 176
2017
Q2 		$342K Buy
2,841
+389
+16% +$46.5K 0.13% 170
2017
Q1 		$289K Buy
2,452
+119
+5% +$14K 0.11% 174
2016
Q4 		$273K Sell
2,333
-3,925
-63% -$466K 0.11% 180
2016
Q3 		$771K Buy
6,258
+797
+15% +$98.2K 0.29% 107
2016
Q2 		$670K Sell
5,461
-219
-4% -$26.3K 0.27% 99
2016
Q1 		$675K Buy
5,680
+118
+2% +$13.6K 0.29% 91
2015
Q4 		$634K Buy
5,562
+1,954
+54% +$226K 0.26% 98
2015
Q3 		$419K Buy
+3,608
New +$417K 0.21% 113
2015
Q2 		– Sell
-4,340
Closed -$528K – 175
2015
Q1 		$528K Buy
4,340
+601
+16% +$72.9K 0.26% 110
2014
Q4 		$446K Buy
+3,739
New +$446K 0.24% 123

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Dynamic Advisor Solutions's LQD Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, selling an estimated $116K and leaving 8,977 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #495.

Dynamic Advisor Solutions first reported a position in LQD in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.3M in Q3 2021. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Dynamic Advisor Solutions held 8,977 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $979K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,067 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #495 holding.
  • Dynamic Advisor Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Dynamic Advisor Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15.3M in Q3 2021.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.