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Flagship Harbor Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Flagship Harbor 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 		– Sell
-170
Closed -$18.7K – 1564
2025
Q4 		$18.7K Buy
+170
New +$18.9K ﹤0.01% 1341
2024
Q1 		– Sell
-2,141
Closed -$237K – 696
2023
Q4 		$237K Sell
2,141
-140
-6% -$14.6K 0.02% 553
2023
Q3 		$233K Sell
2,281
-245
-10% -$25.8K 0.02% 538
2023
Q2 		$273K Buy
2,526
+31
+1% +$3.35K 0.02% 498
2023
Q1 		$273K Buy
2,495
+1
+0% +$108 0.03% 504
2022
Q4 		$263K Buy
2,494
+145
+6% +$15.2K 0.03% 499
2022
Q3 		$241K Buy
2,349
+10
+0.4% +$1.1K 0.03% 503
2022
Q2 		$257K Buy
2,339
+26
+1% +$2.94K 0.03% 498
2022
Q1 		$280K Buy
2,313
+5
+0.2% +$624 0.03% 503
2021
Q4 		$306K Sell
2,308
-168
-7% -$22.3K 0.03% 492
2021
Q3 		$333K Hold
2,476
– – 0.04% 456
2021
Q2 		$333K Sell
2,476
-982
-28% -$129K 0.04% 457
2021
Q1 		$450K Buy
3,458
+8
+0.2% +$1.06K 0.05% 377
2020
Q4 		$477K Buy
3,450
+270
+8% +$36.8K 0.06% 323
2020
Q3 		$428K Sell
3,180
-1,715
-35% -$234K 0.06% 284
2020
Q2 		$658K Buy
4,895
+2,499
+104% +$325K 0.1% 204
2020
Q1 		$296K Sell
2,396
-1,033
-30% -$132K 0.06% 294
2019
Q4 		$439K Sell
3,429
-42
-1% -$5.35K 0.08% 258
2019
Q3 		$442K Sell
3,471
-447
-11% -$56.3K 0.09% 238
2019
Q2 		$487K Buy
3,918
+15
+0.4% +$1.8K 0.1% 209
2019
Q1 		$464K Sell
3,903
-71
-2% -$8.22K 0.1% 229
2018
Q4 		$448K Sell
3,974
-11,551
-74% -$1.3M 0.11% 204
2018
Q3 		$1.78M Sell
15,525
-3,699
-19% -$426K 0.33% 71
2018
Q2 		$2.2M Buy
19,224
+9,216
+92% +$1.06M 0.44% 49
2018
Q1 		$1.17M Buy
10,008
+3,828
+62% +$452K 0.35% 79
2017
Q4 		$744K Sell
6,180
-4
-0.1% -$484 0.21% 120
2017
Q3 		$746K Sell
6,184
-169
-3% -$20.4K 0.24% 110
2017
Q2 		$763K Buy
6,353
+165
+3% +$19.7K 0.26% 106
2017
Q1 		$729K Buy
6,188
+946
+18% +$111K 0.28% 108
2016
Q4 		$615K Buy
+5,242
New +$623K 0.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Flagship Harbor Advisors's LQD Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 170 shares — an estimated $18.7K sold.

Flagship Harbor Advisors first reported a position in LQD in Q4 2016 and held it in 30 quarters. The position peaked at $2.2M in Q2 2018. 1,108 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 170 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $18.7K.
  • Flagship Harbor Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 30 quarters.
  • Flagship Harbor Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.2M in Q2 2018.
  • 1,108 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.