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

Exencial 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 		$6.41M Buy
58,823
+2,961
+5% +$326K 0.2% 120
2025
Q4 		$6.16M Buy
55,862
+5,986
+12% +$666K 0.19% 125
2025
Q3 		$5.56M Buy
49,876
+2,751
+6% +$302K 0.18% 127
2025
Q2 		$5.17M Sell
47,125
-17,151
-27% -$1.84M 0.18% 133
2025
Q1 		$6.99M Sell
64,276
-1,514
-2% -$163K 0.26% 112
2024
Q4 		$7.03M Buy
65,790
+3,599
+6% +$394K 0.26% 114
2024
Q3 		$7.03M Sell
62,191
-1,112
-2% -$123K 0.25% 113
2024
Q2 		$6.78M Sell
63,303
-1,465
-2% -$156K 0.25% 111
2024
Q1 		$7.05M Buy
64,768
+6,652
+11% +$723K 0.26% 107
2023
Q4 		$6.43M Sell
58,116
-4,347
-7% -$453K 0.26% 109
2023
Q3 		$6.37M Sell
62,463
-12,721
-17% -$1.34M 0.31% 97
2023
Q2 		$8.13M Buy
75,184
+2,502
+3% +$271K 0.37% 80
2023
Q1 		$7.97M Sell
72,682
-3,613
-5% -$391K 0.41% 72
2022
Q4 		$8.04M Buy
76,295
+9,737
+15% +$1.02M 0.43% 73
2022
Q3 		$6.82M Sell
66,558
-3,954
-6% -$436K 0.41% 76
2022
Q2 		$7.76M Buy
70,512
+1,851
+3% +$209K 0.44% 72
2022
Q1 		$8.3M Buy
68,661
+9,139
+15% +$1.14M 0.42% 79
2021
Q4 		$7.89M Buy
+59,522
New +$7.91M 0.38% 98
2021
Q3 		– Sell
-48,712
Closed -$6.54M – 409
2021
Q2 		$6.54M Buy
48,712
+212
+0.4% +$27.9K 0.35% 96
2021
Q1 		$6.31M Buy
48,500
+8,247
+20% +$1.1M 0.37% 97
2020
Q4 		$5.56M Sell
40,253
-47,778
-54% -$6.51M 0.38% 93
2020
Q3 		$11.9M Buy
88,031
+47,387
+117% +$6.46M 0.63% 46
2020
Q2 		$5.47M Buy
+40,644
New +$5.29M 0.47% 66

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Exencial Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.3% in Q1 2026, buying an estimated $326K and bringing the position to 58,823 shares worth $6.41M. The position accounts for 0.2% of the portfolio, ranked #120.

Exencial Wealth Advisors first reported a position in LQD in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q3 2020. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Exencial Wealth Advisors held 58,823 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.41M as of Q1 2026.
  • Exencial Wealth Advisors bought 2,961 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $326K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Exencial Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • Exencial Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.9M in Q3 2020.
  • 1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.