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

ERTS 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 		$3.9M Buy
35,754
+39
+0.1% +$4.25K 1.14% 15
2026
Q1 		$3.89M Buy
35,715
+6,357
+22% +$701K 1.24% 15
2025
Q4 		$3.24M Buy
29,358
+352
+1% +$39.1K 1.02% 16
2025
Q3 		$3.23M Sell
29,006
-154
-0.5% -$16.9K 1.04% 16
2025
Q2 		$3.2M Sell
29,160
-8,556
-23% -$918K 1.1% 16
2025
Q1 		$4.1M Sell
37,716
-567
-1% -$61.1K 0.8% 18
2024
Q4 		$4.09M Sell
38,283
-684
-2% -$74.8K 0.77% 18
2024
Q3 		$4.4M Sell
38,967
-1,907
-5% -$211K 0.82% 18
2024
Q2 		$4.38M Buy
40,874
+1,931
+5% +$206K 0.88% 16
2024
Q1 		$4.24M Buy
38,943
+247
+0.6% +$26.8K 0.87% 14
2023
Q4 		$4.28M Sell
38,696
-1,982
-5% -$206K 0.92% 14
2023
Q3 		$4.15M Buy
40,678
+1,698
+4% +$179K 1% 12
2023
Q2 		$4.22M Buy
38,980
+39
+0.1% +$4.22K 0.98% 15
2023
Q1 		$4.27M Buy
38,941
+5,348
+16% +$579K 1.03% 14
2022
Q4 		$3.54M Buy
33,593
+10,728
+47% +$1.12M 0.92% 19
2022
Q3 		$2.34M Buy
22,865
+4,126
+22% +$455K 0.66% 16
2022
Q2 		$2.06M Buy
18,739
+417
+2% +$47.1K 0.59% 18
2022
Q1 		$2.22M Buy
18,322
+952
+5% +$119K 0.62% 16
2021
Q4 		$2.3M Buy
17,370
+425
+3% +$56.5K 0.55% 19
2021
Q3 		$2.25M Sell
16,945
-9,417
-36% -$1.27M 0.59% 18
2021
Q2 		$3.54M Buy
26,362
+1,565
+6% +$206K 0.96% 17
2021
Q1 		$3.23M Sell
24,797
-4,191
-14% -$558K 0.96% 17
2020
Q4 		$4M Sell
28,988
-995
-3% -$136K 1.3% 18
2020
Q3 		$4.04M Buy
29,983
+4,088
+16% +$557K 1.52% 17
2020
Q2 		$3.48M Sell
25,895
-400
-2% -$52K 1.41% 17
2020
Q1 		$3.25M Sell
26,295
-110,602
-81% -$14.1M 1.57% 16
2019
Q4 		$17.5M Buy
136,897
+9,826
+8% +$1.25M 7.89% 5
2019
Q3 		$16.2M Buy
127,071
+6,789
+6% +$855K 8.19% 5
2019
Q2 		$15M Buy
120,282
+12,280
+11% +$1.47M 8.25% 3
2019
Q1 		$12.9M Buy
108,002
+33,833
+46% +$3.92M 7.65% 4
2018
Q4 		$8.37M Buy
+74,169
New +$8.34M 5.99% 3

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

ERTS Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.11% in Q2 2026, buying an estimated $4.25K and bringing the position to 35,754 shares worth $3.9M. The position accounts for 1.14% of the portfolio, ranked #15.

ERTS Wealth Advisors first reported a position in LQD in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.5M in Q4 2019. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • ERTS Wealth Advisors held 35,754 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.9M as of Q2 2026.
  • ERTS Wealth Advisors bought 39 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.25K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.14% of ERTS Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • ERTS Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • ERTS Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.5M in Q4 2019.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.