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

Evolution 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	$2.14M	Sell	19,646 -1,482	-7%	-$161K	0.25%	46
2026 Q1	$2.3M	Buy	21,128 +278	+1%	+$30.7K	0.23%	45
2025 Q4	$2.3M	Buy	20,850 +704	+3%	+$78.3K	0.23%	44
2025 Q3	$2.25M	Sell	20,146 -16,410	-45%	-$1.8M	0.3%	45
2025 Q2	$4.01M	Sell	36,556 -504	-1%	-$54.1K	0.59%	32
2025 Q1	$4.03M	Sell	37,060 -769	-2%	-$82.9K	0.67%	30
2024 Q4	$4.04M	Sell	37,829 -1,585	-4%	-$173K	0.68%	28
2024 Q3	$4.45M	Sell	39,414 -380	-1%	-$42K	0.8%	27
2024 Q2	$4.26M	Buy	39,794 +539	+1%	+$57.5K	0.83%	28
2024 Q1	$4.28M	Sell	39,255 -80	-0.2%	-$8.69K	0.82%	27
2023 Q4	$4.35M	Sell	39,335 -7,260	-16%	-$756K	0.88%	27
2023 Q3	$4.75M	Buy	46,595 +1,245	+3%	+$131K	1.06%	27
2023 Q2	$4.9M	Buy	45,350 +1,373	+3%	+$148K	1.08%	25
2023 Q1	$4.82M	Buy	43,977 +305	+0.7%	+$33K	1.16%	25
2022 Q4	$4.6M	Buy	43,672 +24,865	+132%	+$2.6M	1.16%	25
2022 Q3	$1.93M	Buy	18,807 +13,417	+249%	+$1.48M	0.53%	33
2022 Q2	$592K	Buy	5,390 +165	+3%	+$18.6K	0.15%	67
2022 Q1	$632K	Buy	5,225 +780	+18%	+$97.3K	0.13%	67
2021 Q4	$589K	Buy	4,445 +130	+3%	+$17.3K	0.09%	68
2021 Q3	$574K	Buy	4,315 +225	+6%	+$30.4K	0.12%	58
2021 Q2	$550K	Buy	4,090 +15	+0.4%	+$1.98K	0.11%	71
2021 Q1	$530K	Buy	4,075 +1,985	+95%	+$264K	0.12%	75
2020 Q4	$289K	Sell	2,090 -1,033	-33%	-$141K	0.07%	90
2020 Q3	$421K	Buy	3,123 +1,857	+147%	+$253K	0.12%	69
2020 Q2	$170K	Buy	1,266 +508	+67%	+$66.1K	0.06%	86
2020 Q1	$94K	Sell	758 -180	-19%	-$22.9K	0.04%	89
2019 Q4	$120K	Buy	+938	New	+$119K	0.03%	96
2019 Q1	–	Sell	-75,175	Closed	-$8.48M	–	131
2018 Q4	$8.48M	Buy	+75,175	New	+$8.45M	3.87%	5

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

Evolution Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q2 2026, selling an estimated $161K and leaving 19,646 shares worth $2.14M. The position accounts for 0.25% of the portfolio, ranked #46.

Evolution Wealth Advisors first reported a position in LQD in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.48M in Q4 2018. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Evolution Wealth Advisors held 19,646 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.14M as of Q2 2026.
Evolution Wealth Advisors sold 1,482 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $161K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of Evolution Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Evolution Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
Evolution Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.48M in Q4 2018.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.