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 Q3	–	Sell	-91,511	Closed	-$9.98M	–	230
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 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

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Heartwood Wealth Advisors's LQD Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 91,511 shares — an estimated $9.98M sold.

Heartwood Wealth Advisors first reported a position in LQD in Q4 2022 and held it in 15 quarters. The position peaked at $9.98M in Q2 2026. 75 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Heartwood Wealth Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 91,511 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $9.98M.
Heartwood Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 15 quarters.
Heartwood Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.98M in Q2 2026.
75 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.