IA
LQD icon

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

IFG 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
Q2 		$14M Buy
+128,358
New +$14M 0.49% 39
2026
Q1 		– Sell
-113,866
Closed -$12.5M – 667
2025
Q4 		$12.5M Buy
113,866
+5,541
+5% +$616K 0.55% 35
2025
Q3 		$12.1M Buy
108,325
+4,926
+5% +$542K 0.55% 37
2025
Q2 		$11.3M Buy
103,399
+489
+0.5% +$52.5K 0.57% 35
2025
Q1 		$11.2M Sell
102,910
-983
-0.9% -$106K 0.62% 30
2024
Q4 		$11.1M Buy
103,893
+6,786
+7% +$743K 0.63% 30
2024
Q3 		$11M Buy
97,107
+14,861
+18% +$1.64M 0.7% 26
2024
Q2 		$8.81M Buy
82,246
+4,500
+6% +$480K 0.57% 34
2024
Q1 		$8.47M Buy
77,746
+30,993
+66% +$3.37M 0.63% 30
2023
Q4 		$5.17M Buy
46,753
+3,473
+8% +$362K 0.38% 65
2023
Q3 		$4.42M Buy
43,280
+5,158
+14% +$544K 0.37% 62
2023
Q2 		$4.12M Buy
38,122
+33,178
+671% +$3.59M 0.37% 75
2023
Q1 		$542K Sell
4,944
-379
-7% -$41K 0.05% 305
2022
Q4 		$561K Sell
5,323
-1,343
-20% -$141K 0.06% 295
2022
Q3 		$682K Buy
6,666
+3,230
+94% +$356K 0.06% 272
2022
Q2 		$378K Buy
+3,436
New +$388K 0.04% 335
2022
Q1 		– Sell
-1,649
Closed -$218K – 517
2021
Q4 		$218K Sell
1,649
-138
-8% -$18.3K 0.02% 463
2021
Q3 		$237K Buy
1,787
+192
+12% +$25.9K 0.03% 435
2021
Q2 		$214K Sell
1,595
-4,635
-74% -$611K 0.02% 449
2021
Q1 		$810K Sell
6,230
-5,393
-46% -$718K 0.1% 219
2020
Q4 		$1.6M Buy
11,623
+3,632
+45% +$495K 0.22% 112
2020
Q3 		$1.08M Buy
7,991
+2,731
+52% +$372K 0.17% 135
2020
Q2 		$707K Buy
5,260
+3,263
+163% +$424K 0.13% 184
2020
Q1 		$246K Sell
1,997
-749
-27% -$95.4K 0.05% 306
2019
Q4 		$351K Sell
2,746
-397
-13% -$50.6K 0.06% 289
2019
Q3 		$400K Buy
+3,143
New +$396K 0.08% 260
2018
Q1 		– Sell
-7,697
Closed -$878K – 342
2017
Q4 		$878K Buy
+7,697
New +$931K 0.2% 118

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

IFG Advisory's LQD Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 128,358 shares worth $14M. The stake represents 0.49% of the portfolio and ranks #39 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LQD as recently as Q4 2025.

IFG Advisory first reported a position in LQD in Q4 2017 and has held it in 27 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • IFG Advisory held 128,358 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new IFG Advisory position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.49% of IFG Advisory's portfolio in Q2 2026, its #39 holding.
  • IFG Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.