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

Etesian 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 		$323K Sell
2,958
-856
-22% -$93.3K 0.1% 112
2026
Q1 		$416K Sell
3,814
-143
-4% -$15.8K 0.13% 97
2025
Q4 		$436K Sell
3,957
-1,695
-30% -$188K 0.14% 100
2025
Q3 		$630K Sell
5,652
-734
-11% -$80.7K 0.21% 85
2025
Q2 		$700K Sell
6,386
-2,540
-28% -$273K 0.26% 77
2025
Q1 		$970K Sell
8,926
-645
-7% -$69.5K 0.42% 65
2024
Q4 		$1.02M Sell
9,571
-199
-2% -$21.8K 0.45% 64
2024
Q3 		$1.1M Sell
9,770
-195
-2% -$21.6K 0.5% 62
2024
Q2 		$1.07M Sell
9,965
-221
-2% -$23.6K 0.6% 57
2024
Q1 		$1.11M Sell
10,186
-521
-5% -$56.6K 0.64% 56
2023
Q4 		$1.19M Buy
10,707
+58
+0.5% +$6.04K 0.71% 49
2023
Q3 		$1.09M Sell
10,649
-63
-0.6% -$6.64K 0.73% 47
2023
Q2 		$1.16M Sell
10,712
-357
-3% -$38.6K 0.76% 47
2023
Q1 		$1.21M Sell
11,069
-311
-3% -$33.7K 0.81% 44
2022
Q4 		$1.2M Buy
+11,380
New +$1.19M 0.87% 44

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

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

Etesian Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q2 2026, selling an estimated $93.3K and leaving 2,958 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #112.

Etesian Wealth Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Etesian Wealth Advisors held 2,958 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $323K as of Q2 2026.
  • Etesian Wealth Advisors sold 856 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $93.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Etesian Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • Etesian Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.21M in Q1 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.