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

Financial Sense 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 		$1.45M Sell
13,261
-449
-3% -$48.9K 0.28% 59
2026
Q1 		$1.49M Buy
13,710
+433
+3% +$47.7K 0.3% 56
2025
Q4 		$1.46M Sell
13,277
-404
-3% -$44.9K 0.27% 64
2025
Q3 		$1.52M Sell
13,681
-380
-3% -$41.8K 0.26% 63
2025
Q2 		$1.54M Buy
14,061
+303
+2% +$32.5K 0.36% 53
2025
Q1 		$1.5M Buy
13,758
+219
+2% +$23.6K 0.42% 44
2024
Q4 		$1.45M Sell
13,539
-870
-6% -$95.2K 0.48% 44
2024
Q3 		$1.63M Buy
14,409
+11,311
+365% +$1.25M 0.44% 45
2024
Q2 		$332K Buy
3,098
+968
+45% +$103K 0.1% 97
2024
Q1 		$232K Buy
+2,130
New +$231K 0.08% 109

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 Sense Advisors's LQD Position: Q2 2026 in Review

Financial Sense Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.3% in Q2 2026, selling an estimated $48.9K and leaving 13,261 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #59.

Financial Sense Advisors first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.63M in Q3 2024. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Financial Sense Advisors held 13,261 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.45M as of Q2 2026.
  • Financial Sense Advisors sold 449 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $48.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of Financial Sense Advisors's portfolio in Q2 2026, its #59 holding.
  • Financial Sense Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Financial Sense Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.63M in Q3 2024.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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