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

Icon 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 		$264K Buy
2,418
+16
+0.7% +$1.74K 0.02% 365
2026
Q1 		$261K Buy
2,402
+23
+1% +$2.54K 0.02% 340
2025
Q4 		$262K Sell
2,379
-158
-6% -$17.6K 0.02% 340
2025
Q3 		$283K Sell
2,537
-9,207
-78% -$1.01M 0.02% 320
2025
Q2 		$1.29M Sell
11,744
-510
-4% -$54.7K 0.09% 151
2025
Q1 		$1.33M Sell
12,254
-881
-7% -$94.9K 0.11% 133
2024
Q4 		$1.4M Buy
13,135
+2,344
+22% +$256K 0.12% 129
2024
Q3 		$1.22M Sell
10,791
-113
-1% -$12.5K 0.1% 139
2024
Q2 		$1.19M Sell
10,904
-14,351
-57% -$1.53M 0.11% 135
2024
Q1 		$2.75M Sell
25,255
-44,829
-64% -$4.87M 0.26% 74
2023
Q4 		$7.76M Buy
+70,084
New +$7.3M 0.81% 24
2022
Q4 		$1.69M Buy
16,044
+3,252
+25% +$340K 0.19% 104
2022
Q3 		$1.31M Buy
+12,792
New +$1.41M 0.16% 113

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

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

Icon Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.67% in Q2 2026, buying an estimated $1.74K and bringing the position to 2,418 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #365.

Icon Wealth Advisors first reported a position in LQD in Q3 2022 and has held it in 13 quarters since. The position peaked at $7.76M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Icon Wealth Advisors held 2,418 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $264K as of Q2 2026.
  • Icon Wealth Advisors bought 16 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.74K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #365 holding.
  • Icon Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.76M in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.