Financial Engines Advisors
LQD icon

Financial Engines Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Engines 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 		$1.25B Buy
11,419,910
+506,700
+5% +$55.2M 2.21% 19
2026
Q1 		$1.19B Sell
10,913,210
-139,758
-1% -$15.4M 2.42% 17
2025
Q4 		$1.22B Buy
11,052,968
+270,653
+3% +$30.1M 2.31% 18
2025
Q3 		$1.2B Buy
10,782,315
+129,169
+1% +$14.2M 2.29% 17
2025
Q2 		$1.17B Sell
10,653,146
-19,907
-0.2% -$2.14M 2.33% 17
2025
Q1 		$1.16B Sell
10,673,053
-61,142
-0.6% -$6.59M 2.49% 16
2024
Q4 		$1.15B Buy
10,734,195
+153,256
+1% +$16.8M 2.41% 15
2024
Q3 		$1.2B Sell
10,580,939
-187,613
-2% -$20.8M 2.49% 16
2024
Q2 		$1.15B Buy
10,768,552
+139,122
+1% +$14.8M 2.56% 14
2024
Q1 		$1.16B Buy
10,629,430
+27,896
+0.3% +$3.03M 2.61% 14
2023
Q4 		$1.17B Sell
10,601,534
-26,483
-0.2% -$2.76M 2.77% 13
2023
Q3 		$1.08B Buy
10,628,017
+139,522
+1% +$14.7M 2.85% 13
2023
Q2 		$1.13B Buy
10,488,495
+219,396
+2% +$23.7M 2.88% 13
2023
Q1 		$1.13B Buy
10,269,099
+544,218
+6% +$58.9M 2.99% 13
2022
Q4 		$1.03B Sell
9,724,881
-448,046
-4% -$46.9M 2.93% 12
2022
Q3 		$1.04B Sell
10,172,927
-35,027
-0.3% -$3.86M 3.4% 9
2022
Q2 		$1.12B Sell
10,207,954
-592
-0% -$66.8K 3.42% 9
2022
Q1 		$1.23B Buy
10,208,546
+4,105,226
+67% +$512M 3.3% 11
2021
Q4 		$809M Buy
6,103,320
+82,482
+1% +$11M 2.15% 16
2021
Q3 		$801M Sell
6,020,838
-137,437
-2% -$18.6M 2.37% 12
2021
Q2 		$827M Buy
6,158,275
+47,176
+0.8% +$6.22M 2.4% 11
2021
Q1 		$795M Buy
6,111,099
+361,560
+6% +$48.1M 2.48% 11
2020
Q4 		$794M Sell
5,749,539
-434,913
-7% -$59.2M 2.71% 11
2020
Q3 		$833M Sell
6,184,452
-289,759
-4% -$39.5M 3.32% 11
2020
Q2 		$871M Sell
6,474,211
-600,579
-8% -$78.1M 3.81% 8
2020
Q1 		$874M Sell
7,074,790
-1,244,793
-15% -$159M 4.69% 8
2019
Q4 		$1.06B Sell
8,319,583
-76,109
-0.9% -$9.69M 5.15% 7
2019
Q3 		$1.07B Sell
8,395,692
-278,558
-3% -$35.1M 5.76% 5
2019
Q2 		$1.08B Sell
8,674,250
-114,516
-1% -$13.8M 6.31% 4
2019
Q1 		$1.05B Buy
8,788,766
+662,047
+8% +$76.7M 5.71% 5
2018
Q4 		$917M Buy
8,126,719
+8,126,605
+7,128,601% +$914M 6.34% 5
2018
Q3 		$13K Buy
+114
New +$13.1K ﹤0.01% 88

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Engines Advisors's LQD Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.6% in Q2 2026, buying an estimated $55.2M and bringing the position to 11,419,910 shares worth $1.25B. The position accounts for 2.21% of the portfolio, ranked #19.

Financial Engines Advisors first reported a position in LQD in Q3 2018 and has held it in 32 quarters since. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Financial Engines Advisors held 11,419,910 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.25B as of Q2 2026.
  • Financial Engines Advisors bought 506,700 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $55.2M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.21% of Financial Engines Advisors's portfolio in Q2 2026, its #19 holding.
  • Financial Engines Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.