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

Foundations Investment 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 		$14.4M Buy
131,609
+116,444
+768% +$12.7M 0.15% 143
2026
Q1 		$1.65M Sell
15,165
-138,483
-90% -$15.3M 0.02% 409
2025
Q4 		$16.9M Buy
153,648
+51,337
+50% +$5.71M 0.22% 104
2025
Q3 		$11.4M Buy
102,311
+81,049
+381% +$8.91M 0.17% 128
2025
Q2 		$2.33M Buy
21,262
+16,809
+377% +$1.8M 0.04% 296
2025
Q1 		$484K Sell
4,453
-13,455
-75% -$1.45M 0.01% 590
2024
Q4 		$1.91M Buy
17,908
+2,572
+17% +$281K 0.04% 296
2024
Q3 		$1.73M Buy
15,336
+9,608
+168% +$1.06M 0.04% 289
2024
Q2 		$614K Sell
5,728
-38,548
-87% -$4.11M 0.01% 447
2024
Q1 		$4.82M Buy
44,276
+922
+2% +$100K 0.13% 140
2023
Q4 		$4.8M Sell
43,354
-14,813
-25% -$1.54M 0.13% 124
2023
Q3 		$5.93M Buy
58,167
+41,339
+246% +$4.36M 0.18% 99
2023
Q2 		$1.82M Buy
16,828
+8,177
+95% +$884K 0.06% 201
2023
Q1 		$948K Sell
8,651
-1,514
-15% -$164K 0.03% 249
2022
Q4 		$1.07M Sell
10,165
-18,064
-64% -$1.89M 0.04% 194
2022
Q3 		$2.89M Buy
28,229
+24,232
+606% +$2.67M 0.13% 74
2022
Q2 		$442K Buy
3,997
+769
+24% +$86.8K 0.02% 244
2022
Q1 		$372K Buy
3,228
+338
+12% +$42.2K 0.01% 236
2021
Q4 		$375K Sell
2,890
-1,548
-35% -$206K 0.01% 237
2021
Q3 		$590K Sell
4,438
-348,636
-99% -$47.1M 0.03% 157
2021
Q2 		$47.6M Sell
353,074
-18,215
-5% -$2.4M 2.28% 6
2021
Q1 		$48.5M Buy
371,289
+236,753
+176% +$31.5M 2.8% 6
2020
Q4 		$18.3M Buy
134,536
+90,820
+208% +$12.4M 1.2% 9
2020
Q3 		$5.89M Buy
43,716
+9,631
+28% +$1.31M 1.29% 12
2020
Q2 		$4.6M Buy
34,085
+26,558
+353% +$3.45M 0.41% 23
2020
Q1 		$914K Sell
7,527
-380,774
-98% -$48.5M 0.11% 48
2019
Q4 		$49.8M Sell
388,301
-111,919
-22% -$14.3M 6.12% 8
2019
Q3 		$63.9M Buy
500,220
+34,529
+7% +$4.35M 8.38% 1
2019
Q2 		$58.2M Buy
465,691
+222,028
+91% +$26.7M 8.74% 2
2019
Q1 		$29M Sell
243,663
-103,162
-30% -$12M 5.04% 9
2018
Q4 		$40.3M Buy
346,825
+21,569
+7% +$2.43M 8.53% 5
2018
Q3 		$37.4M Buy
325,256
+55,355
+21% +$6.38M 9.1% 1
2018
Q2 		$30.9M Buy
+269,901
New +$31.1M 8.24% 2

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

Foundations Investment Advisors's LQD Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 768% in Q2 2026, buying an estimated $12.7M and bringing the position to 131,609 shares worth $14.4M. The position accounts for 0.15% of the portfolio, ranked #143.

Foundations Investment Advisors first reported a position in LQD in Q2 2018 and has held it in 33 quarters since. The position peaked at $63.9M in Q3 2019. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Foundations Investment Advisors held 131,609 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14.4M as of Q2 2026.
  • Foundations Investment Advisors bought 116,444 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.7M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Foundations Investment Advisors's portfolio in Q2 2026, its #143 holding.
  • Foundations Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Foundations Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $63.9M in Q3 2019.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.