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

Fortis Group 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	$21.8K	Hold	200	–	–	﹤0.01%	339
2026 Q1	$21.8K	Hold	200	–	–	﹤0.01%	336
2025 Q4	$22K	Hold	200	–	–	﹤0.01%	334
2025 Q3	$22.3K	Hold	200	–	–	﹤0.01%	288
2025 Q2	$21.9K	Hold	200	–	–	﹤0.01%	281
2025 Q1	$21.7K	Hold	200	–	–	﹤0.01%	249
2024 Q4	$21.4K	Sell	200 -62,733	-100%	-$6.86M	﹤0.01%	252
2024 Q3	$7.11M	Buy	62,933 +54,825	+676%	+$6.07M	1.31%	28
2024 Q2	$869K	Sell	8,108 -13,427	-62%	-$1.43M	0.17%	87
2024 Q1	$2.35M	Buy	21,535 +3,204	+17%	+$348K	0.43%	53
2023 Q4	$2.01M	Buy	18,331 +278	+2%	+$28.9K	0.5%	30
2023 Q3	$1.98M	Buy	18,053 +577	+3%	+$60.8K	0.61%	28
2023 Q2	$1.89M	Sell	17,476 -373	-2%	-$40.3K	0.5%	41
2023 Q1	$1.96M	Buy	+17,849	New	+$1.93M	0.59%	33
2020 Q3	$9.11M	Buy	+67,656	New	+$9.22M	1.77%	16

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

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

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Fortis Group Advisors's LQD Position: Q2 2026 in Review

Fortis Group Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 200 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Fortis Group Advisors first reported a position in LQD in Q3 2020 and has held it in 15 quarters since. The position peaked at $9.11M in Q3 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Fortis Group Advisors held 200 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.8K as of Q2 2026.
Fortis Group Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #339 holding.
Fortis Group Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.11M in Q3 2020.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.