Forvis Mazars Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Forvis Mazars Wealth 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	$491K	Hold	4,500	–	–	0.01%	308
2026 Q1	$490K	Sell	4,500 -4,500	-50%	-$496K	0.01%	290
2025 Q4	$992K	Hold	9,000	–	–	0.02%	211
2025 Q3	$1M	Hold	9,000	–	–	0.02%	209
2025 Q2	$986K	Sell	9,000 -128	-1%	-$13.7K	0.02%	206
2025 Q1	$992K	Sell	9,128 -1,632	-15%	-$176K	0.02%	207
2024 Q4	$1.15M	Buy	10,760 +60	+0.6%	+$6.57K	0.03%	208
2024 Q3	$1.21M	Buy	+10,700	New	+$1.18M	0.03%	210
2016 Q2	–	Sell	-8,780	Closed	-$1.04M	–	190
2016 Q1	$1.04M	Buy	+8,780	New	+$1.01M	0.17%	73
2015 Q2	–	Sell	-3,453	Closed	-$420K	–	191
2015 Q1	$420K	Buy	+3,453	New	+$419K	0.06%	121

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

Forvis Mazars Wealth Advisors's LQD Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4,500 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #308.

Forvis Mazars Wealth Advisors first reported a position in LQD in Q1 2015 and has held it in 10 quarters since. The position peaked at $1.21M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $491K as of Q2 2026.
Forvis Mazars Wealth 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 Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #308 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 10 quarters since.
Forvis Mazars Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.21M in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.