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

Harbor Investment 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
Q3 		$252K Hold
2,463
– – 0.02% 393
2026
Q2 		$269K Sell
2,463
-137
-5% -$14.9K 0.02% 371
2026
Q1 		$283K Hold
2,600
– – 0.02% 353
2025
Q4 		$286K Hold
2,600
– – 0.02% 357
2025
Q3 		$290K Hold
2,600
– – 0.02% 342
2025
Q2 		$285K Hold
2,600
– – 0.03% 330
2025
Q1 		$283K Buy
2,600
+425
+20% +$45.8K 0.03% 319
2024
Q4 		$232K Hold
2,175
– – 0.02% 333
2024
Q3 		$246K Hold
2,175
– – 0.02% 322
2024
Q2 		$233K Sell
2,175
-562
-21% -$60K 0.02% 318
2024
Q1 		$298K Sell
2,737
-46
-2% -$5K 0.03% 279
2023
Q4 		$308K Buy
2,783
+2,100
+307% +$219K 0.04% 268
2023
Q3 		$69.7K Buy
683
+46
+7% +$4.85K 0.01% 473
2023
Q2 		$68.9K Hold
637
– – 0.01% 611
2023
Q1 		$69.8K Hold
637
– – 0.01% 608
2022
Q4 		$67.2K Hold
637
– – 0.01% 602
2022
Q3 		$65K Hold
637
– – 0.01% 597
2022
Q2 		$70K Sell
637
-87
-12% -$9.82K 0.01% 595
2022
Q1 		$88K Buy
724
+87
+14% +$10.9K 0.01% 572
2021
Q4 		$84K Sell
637
-25
-4% -$3.32K 0.01% 585
2021
Q3 		$88K Sell
662
-150
-18% -$20.3K 0.01% 562
2021
Q2 		$109K Sell
812
-1,000
-55% -$132K 0.01% 496
2021
Q1 		$236K Sell
1,812
-2,050
-53% -$273K 0.04% 312
2020
Q4 		$533K Buy
3,862
+702
+22% +$95.6K 0.09% 181
2020
Q3 		$426K Buy
3,160
+2,475
+361% +$337K 0.08% 178
2020
Q2 		$92K Buy
685
+310
+83% +$40.3K 0.02% 360
2020
Q1 		$46K Sell
375
-35
-9% -$4.46K 0.01% 419
2019
Q4 		$52K Buy
+410
New +$52.2K 0.01% 403

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Harbor Investment Advisory's LQD Position: Q3 2026 in Review

Harbor Investment Advisory held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 2,463 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #393.

Harbor Investment Advisory first reported a position in LQD in Q4 2019 and has held it in 28 quarters since. The position peaked at $533K in Q4 2020. 70 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Harbor Investment Advisory held 2,463 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $252K as of Q3 2026.
  • Harbor Investment Advisory left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q3 2026, its #393 holding.
  • Harbor Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $533K in Q4 2020.
  • 70 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.