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

EverSource 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
Q1 		$148K Sell
1,360
-1,386
-50% -$153K ﹤0.01% 1216
2025
Q4 		$303K Buy
2,746
+1,144
+71% +$127K 0.01% 756
2025
Q3 		$179K Sell
1,602
-173
-10% -$19K 0.01% 969
2025
Q2 		$195K Sell
1,775
-84
-5% -$9.01K 0.01% 875
2025
Q1 		$202K Sell
1,859
-13,090
-88% -$1.41M 0.01% 657
2024
Q4 		$1.6M Buy
14,949
+14,403
+2,638% +$1.58M 0.09% 176
2024
Q3 		$61.6K Buy
546
+58
+12% +$6.42K ﹤0.01% 981
2024
Q2 		$53.5K Buy
488
+7
+1% +$747 ﹤0.01% 1056
2024
Q1 		$50.5K Sell
481
-1,545
-76% -$168K ﹤0.01% 982
2023
Q4 		$224K Buy
2,026
+733
+57% +$76.3K 0.02% 406
2023
Q3 		$132K Buy
1,293
+936
+262% +$98.7K 0.01% 489
2023
Q2 		$38.6K Buy
357
+150
+72% +$16.2K ﹤0.01% 933
2023
Q1 		$22.7K Sell
207
-569
-73% -$61.6K ﹤0.01% 1035
2022
Q4 		$81.8K Buy
776
+63
+9% +$6.59K 0.01% 573
2022
Q3 		$73K Sell
713
-2
-0.3% -$220 0.02% 528
2022
Q2 		$78K Buy
715
+5
+0.7% +$565 0.02% 452
2022
Q1 		$86K Sell
710
-388
-35% -$48.4K 0.02% 359
2021
Q4 		$145K Buy
+1,098
New +$146K 0.04% 265

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

EverSource Wealth Advisors's LQD Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 50% in Q1 2026, selling an estimated $153K and leaving 1,360 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

EverSource Wealth Advisors first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.6M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • EverSource Wealth Advisors held 1,360 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $148K as of Q1 2026.
  • EverSource Wealth Advisors sold 1,386 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $153K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1216 holding.
  • EverSource Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.6M in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.