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

Heartwood 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	$9.98M	Buy	91,511 +1,713	+2%	+$187K	0.78%	25
2026 Q1	$9.79M	Buy	89,798 +9,228	+11%	+$1.02M	0.85%	28
2025 Q4	$8.88M	Buy	80,570 +1,910	+2%	+$212K	0.82%	26
2025 Q3	$8.77M	Buy	78,660 +1,439	+2%	+$158K	0.82%	27
2025 Q2	$8.46M	Buy	77,221 +407	+0.5%	+$43.7K	0.88%	26
2025 Q1	$8.35M	Buy	76,814 +6,044	+9%	+$651K	0.95%	26
2024 Q4	$7.56M	Buy	70,770 +143	+0.2%	+$15.6K	0.85%	28
2024 Q3	$7.98M	Buy	70,627 +738	+1%	+$81.6K	0.88%	28
2024 Q2	$7.49M	Buy	69,889 +1,199	+2%	+$128K	0.89%	28
2024 Q1	$7.48M	Buy	68,690 +3,566	+5%	+$387K	0.92%	28
2023 Q4	$7.21M	Buy	65,124 +210	+0.3%	+$21.9K	0.96%	24
2023 Q3	$6.62M	Buy	64,914 +661	+1%	+$69.7K	0.98%	23
2023 Q2	$6.95M	Buy	64,253 +1,351	+2%	+$146K	0.99%	23
2023 Q1	$6.89M	Buy	62,902 +1,830	+3%	+$198K	1.03%	23
2022 Q4	$6.44M	Buy	+61,072	New	+$6.39M	1.01%	24

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

Heartwood Wealth Advisors's LQD Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.9% in Q2 2026, buying an estimated $187K and bringing the position to 91,511 shares worth $9.98M. The position accounts for 0.78% of the portfolio, ranked #25.

Heartwood Wealth Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Heartwood Wealth Advisors held 91,511 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.98M as of Q2 2026.
Heartwood Wealth Advisors bought 1,713 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $187K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.78% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Heartwood Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.