Financial Engines Advisors
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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
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 $1.37T 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
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
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors's LQD Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q1 2026, selling an estimated $15.4M and leaving 10,913,210 shares worth $1.19B. The position accounts for 2.42% of the portfolio, ranked #17.

Financial Engines Advisors first reported a position in LQD in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.23B in Q1 2022. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Financial Engines Advisors held 10,913,210 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.19B as of Q1 2026.
  • Financial Engines Advisors sold 139,758 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.4M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.42% of Financial Engines Advisors's portfolio in Q1 2026, its #17 holding.
  • Financial Engines Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 31 quarters since.
  • Financial Engines Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.23B in Q1 2022.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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