Financial Services Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Financial Services Advisory’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	–	Sell	-121,495	Closed	-$13.4M	–	67
2025 Q4	$13.4M	Buy	121,495 +1,462	+1%	+$163K	4.81%	6
2025 Q3	$13.4M	Sell	120,033 -3,906	-3%	-$429K	5.16%	7
2025 Q2	$13.6M	Buy	123,939 +6,187	+5%	+$664K	6.56%	6
2025 Q1	$12.8M	Buy	+117,752	New	+$12.7M	4.84%	9
2024 Q1	–	Sell	-94,996	Closed	-$10.5M	–	60
2023 Q4	$10.5M	Buy	+94,996	New	+$9.89M	3.01%	12

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Financial Services Advisory's LQD Position: Q1 2026 in Review

Financial Services Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 121,495 shares — an estimated $13.4M sold.

Financial Services Advisory first reported a position in LQD in Q4 2023 and held it in 5 quarters. The position peaked at $13.6M in Q2 2025. 1,104 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Financial Services Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 121,495 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $13.4M.
Financial Services Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Financial Services Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.6M in Q2 2025.
1,104 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.