Global Assets Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Global Assets Advisory’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 Q1	–	Sell	-3,444	Closed	-$379K	–	531
2025 Q4	$379K	Sell	3,444 -1,867	-35%	-$208K	0.11%	188
2025 Q3	$592K	Buy	5,311 +1,867	+54%	+$205K	0.18%	129
2025 Q2	$377K	Sell	3,444 -5,589	-62%	-$600K	0.15%	138
2025 Q1	$967K	Buy	9,033 +7,075	+361%	+$762K	0.18%	112
2024 Q4	$209K	Sell	1,958 -2,913	-60%	-$319K	0.12%	142
2024 Q3	$551K	Buy	+4,871	New	+$539K	0.3%	77
2024 Q2	–	Sell	-193,016	Closed	-$1.8M	–	321
2024 Q1	$1.8M	Buy	+193,016	New	+$21M	0.08%	171

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Global Assets Advisory's LQD Position: Q1 2026 in Review

Global Assets Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 3,444 shares — an estimated $379K sold.

Global Assets Advisory first reported a position in LQD in Q1 2024 and held it in 7 quarters. The position peaked at $1.8M in Q1 2024. 1,102 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Global Assets Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Global Assets Advisory sold 3,444 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $379K.
Global Assets Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
Global Assets Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.8M in Q1 2024.
1,102 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Global Assets Advisory's 13F filing for Q1 2026, filed 1 May 2026.