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

Fortis 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 		$215K Sell
1,975
-877
-31% -$95.6K 0.1% 117
2026
Q1 		$311K Buy
2,852
+114
+4% +$12.6K 0.16% 91
2025
Q4 		$302K Buy
2,738
+445
+19% +$49.5K 0.16% 94
2025
Q3 		$256K Buy
2,293
+208
+10% +$22.9K 0.14% 104
2025
Q2 		$229K Buy
+2,085
New +$224K 0.15% 105
2023
Q2 		– Sell
-514
Closed -$56.3K – 177
2023
Q1 		$56.3K Buy
514
+130
+34% +$14.1K 0.04% 153
2022
Q4 		$40.5K Buy
384
+320
+500% +$33.5K 0.03% 161
2022
Q3 		$7K Sell
64
-1,375
-96% -$152K 0.01% 211
2022
Q2 		$158K Buy
1,439
+10
+0.7% +$1.13K 0.1% 102
2022
Q1 		$173K Buy
+1,429
New +$178K 0.09% 110
2020
Q3 		– Sell
-298
Closed -$40K – 168
2020
Q2 		$40K Buy
298
+2
+0.7% +$260 0.04% 128
2020
Q1 		$37K Sell
296
-13,772
-98% -$1.75M 0.02% 198
2019
Q4 		$1.8M Sell
14,068
-5,116
-27% -$651K 1.09% 18
2019
Q3 		$2.45M Buy
19,184
+1,273
+7% +$160K 1.15% 14
2019
Q2 		$2.23M Buy
17,911
+819
+5% +$98.4K 1.08% 14
2019
Q1 		$2.04M Sell
17,092
-9,187
-35% -$1.06M 1.07% 15
2018
Q4 		$2.96M Buy
26,279
+267
+1% +$30K 1.8% 8
2018
Q3 		$2.99M Sell
26,012
-3,258
-11% -$376K 1.68% 11
2018
Q2 		$3.35M Sell
29,270
-961
-3% -$111K 1.93% 11
2018
Q1 		$3.55M Buy
30,231
+24,965
+474% +$2.95M 1.96% 9
2017
Q4 		$640K Buy
+5,266
New +$637K 0.39% 27

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

Fortis Advisors's LQD Position: Q2 2026 in Review

Fortis Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 31% in Q2 2026, selling an estimated $95.6K and leaving 1,975 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #117.

Fortis Advisors first reported a position in LQD in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.55M in Q1 2018. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fortis Advisors held 1,975 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $215K as of Q2 2026.
  • Fortis Advisors sold 877 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $95.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Fortis Advisors's portfolio in Q2 2026, its #117 holding.
  • Fortis Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 21 quarters since.
  • Fortis Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.55M in Q1 2018.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.