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

Fragasso Financial 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 		$216K Buy
1,982
+12
+0.6% +$1.31K 0.01% 344
2026
Q1 		$215K Buy
1,970
+8
+0.4% +$882 0.01% 306
2025
Q4 		$216K Sell
1,962
-550
-22% -$61.1K 0.01% 282
2025
Q3 		$280K Buy
2,512
+118
+5% +$13K 0.02% 247
2025
Q2 		$262K Sell
2,394
-157
-6% -$16.8K 0.02% 242
2025
Q1 		$277K Buy
2,551
+19
+0.8% +$2.05K 0.02% 227
2024
Q4 		$271K Buy
2,532
+490
+24% +$53.6K 0.02% 223
2024
Q3 		$231K Buy
2,042
+14
+0.7% +$1.55K 0.02% 243
2024
Q2 		$217K Sell
2,028
-695
-26% -$74.2K 0.02% 248
2024
Q1 		$297K Sell
2,723
-287
-10% -$31.2K 0.03% 207
2023
Q4 		$333K Sell
3,010
-688
-19% -$71.6K 0.03% 195
2023
Q3 		$377K Buy
3,698
+1,322
+56% +$139K 0.04% 170
2023
Q2 		$257K Sell
2,376
-730
-24% -$78.9K 0.03% 204
2023
Q1 		$340K Sell
3,106
-7,180
-70% -$777K 0.04% 165
2022
Q4 		$1.08M Buy
10,286
+8,170
+386% +$855K 0.13% 93
2022
Q3 		$217K Buy
+2,116
New +$233K 0.03% 167
2022
Q2 		– Sell
-3,673
Closed -$444K – 191
2022
Q1 		$444K Sell
3,673
-230
-6% -$28.7K 0.05% 117
2021
Q4 		$517K Buy
3,903
+1,938
+99% +$258K 0.06% 114
2021
Q3 		$261K Sell
1,965
-168
-8% -$22.7K 0.03% 134
2021
Q2 		$287K Sell
2,133
-1,201
-36% -$158K 0.04% 123
2021
Q1 		$434K Buy
3,334
+11
+0.3% +$1.46K 0.06% 99
2020
Q4 		$459K Buy
3,323
+21
+0.6% +$2.86K 0.07% 92
2020
Q3 		$445K Buy
3,302
+580
+21% +$79.1K 0.07% 88
2020
Q2 		$378K Buy
2,722
+175
+7% +$22.8K 0.06% 94
2020
Q1 		$315K Buy
2,547
+14
+0.6% +$1.78K 0.07% 98
2019
Q4 		$324K Buy
+2,533
New +$323K 0.05% 109
2019
Q1 		– Sell
-4,996
Closed -$564K – 115
2018
Q4 		$564K Buy
4,996
+2,242
+81% +$252K 0.13% 92
2018
Q3 		$308K Buy
+2,754
New +$317K 0.07% 97
2018
Q1 		– Sell
-23,350
Closed -$2.84M – 107
2017
Q4 		$2.84M Buy
+23,350
New +$2.83M 0.69% 16

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

Fragasso Financial Advisors's LQD Position: Q2 2026 in Review

Fragasso Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.61% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,982 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #344.

Fragasso Financial Advisors first reported a position in LQD in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.84M in Q4 2017. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fragasso Financial Advisors held 1,982 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $216K as of Q2 2026.
  • Fragasso Financial Advisors bought 12 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.31K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #344 holding.
  • Fragasso Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • Fragasso Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.84M in Q4 2017.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.