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

Financial Network 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 		$49.3K Sell
452
-32
-7% -$3.49K 0.05% 283
2026
Q1 		$52.8K Sell
484
-21
-4% -$2.31K 0.05% 269
2025
Q4 		$55.6K Hold
505
– – 0.06% 259
2025
Q3 		$56.3K Sell
505
-53
-9% -$5.83K 0.06% 249
2025
Q2 		$61.2K Sell
558
-42
-7% -$4.51K 0.07% 227
2025
Q1 		$65.2K Sell
600
-1
-0.2% -$108 0.09% 208
2024
Q4 		$64.2K Sell
601
-262
-30% -$28.7K 0.12% 154
2024
Q3 		$97.5K Buy
+863
New +$95.5K 0.08% 201

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Financial Network Wealth Advisors's LQD Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.6% in Q2 2026, selling an estimated $3.49K and leaving 452 shares worth $49.3K. The position accounts for 0.05% of the portfolio, ranked #283.

Financial Network Wealth Advisors first reported a position in LQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $97.5K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Financial Network Wealth Advisors held 452 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $49.3K as of Q2 2026.
  • Financial Network Wealth Advisors sold 32 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.49K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • Financial Network Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $97.5K in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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