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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
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 		$589 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
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

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

Evolution Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q1 2026, buying an estimated $30.7K and bringing the position to 21,128 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #45.

Evolution Wealth Advisors first reported a position in LQD in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.48M in Q4 2018. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Evolution Wealth Advisors held 21,128 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.3M as of Q1 2026.
  • Evolution Wealth Advisors bought 278 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $30.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Evolution Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Evolution Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Evolution Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.48M in Q4 2018.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.