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

IFP 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 		$596K Sell
5,468
-1,280
-19% -$139K 0.01% 961
2026
Q1 		$735K Sell
6,748
-2,753
-29% -$304K 0.02% 817
2025
Q4 		$1.05M Sell
9,501
-532
-5% -$59.1K 0.02% 641
2025
Q3 		$1.12M Sell
10,033
-3,393
-25% -$373K 0.03% 558
2025
Q2 		$1.47M Buy
13,426
+115
+0.9% +$12.3K 0.04% 449
2025
Q1 		$1.45M Buy
13,311
+1,008
+8% +$109K 0.04% 451
2024
Q4 		$1.31M Sell
12,303
-910
-7% -$99.6K 0.04% 455
2024
Q3 		$1.49M Buy
13,213
+1,300
+11% +$144K 0.05% 377
2024
Q2 		$1.28M Sell
11,913
-3,928
-25% -$419K 0.05% 379
2024
Q1 		$1.73M Sell
15,841
-788
-5% -$85.6K 0.08% 282
2023
Q4 		$1.84M Sell
16,629
-383
-2% -$39.9K 0.09% 254
2023
Q3 		$1.74M Sell
17,012
-8,006
-32% -$844K 0.08% 268
2023
Q2 		$2.71M Sell
25,018
-2,730
-10% -$295K 0.11% 190
2023
Q1 		$3.19M Sell
27,748
-19,128
-41% -$2.07M 0.14% 148
2022
Q4 		$5.41M Sell
46,876
-25,453
-35% -$2.66M 0.14% 128
2022
Q3 		$8.34M Sell
72,329
-4,443
-6% -$490K 0.22% 94
2022
Q2 		$8.84M Hold
76,772
– – 0.28% 80
2022
Q1 		$8.84M Sell
76,772
-1,885
-2% -$235K 0.28% 80
2021
Q4 		$10.4M Sell
78,657
-29,364
-27% -$3.9M 0.2% 52
2021
Q3 		$14.4M Buy
108,021
+5,759
+6% +$778K 0.29% 35
2021
Q2 		$13.7M Sell
102,262
-25,606
-20% -$3.38M 0.28% 34
2021
Q1 		$16.6M Sell
127,868
-32,868
-20% -$4.37M 0.32% 26
2020
Q4 		$22.2M Buy
160,736
+1,029
+0.6% +$140K 0.9% 14
2020
Q3 		$21.5M Buy
159,707
+60,556
+61% +$8.26M 1.28% 9
2020
Q2 		$13.3M Buy
99,151
+40,411
+69% +$5.25M 1.05% 12
2020
Q1 		$7.2M Sell
58,740
-10,758
-15% -$1.37M 0.73% 23
2019
Q4 		$8.92M Sell
69,498
-7,040
-9% -$896K 0.67% 23
2019
Q3 		$9.73M Buy
+76,538
New +$9.64M 0.65% 21
2019
Q1 		$2.4M Sell
20,148
-26,370
-57% -$3.05M 0.33% 71
2018
Q4 		$5.23M Sell
46,518
-8,695
-16% -$978K 0.32% 68
2018
Q3 		$6.35M Sell
55,213
-2,821
-5% -$325K 0.26% 83
2018
Q2 		$6.65M Buy
58,034
+3,763
+7% +$433K 0.28% 77
2018
Q1 		$6.6M Hold
54,271
– – 0.3% 72
2017
Q4 		$6.6M Buy
54,271
+185
+0.3% +$22.4K 0.3% 71
2017
Q3 		$6.56M Buy
54,086
+2,967
+6% +$359K 0.26% 79
2017
Q2 		$6.16M Buy
51,119
+207
+0.4% +$24.7K 0.26% 80
2017
Q1 		$6M Buy
50,912
+1,277
+3% +$150K 0.26% 83
2016
Q4 		$5.82M Buy
49,635
+3,798
+8% +$451K 0.28% 71
2016
Q3 		$5.65M Sell
45,837
-4,691
-9% -$578K 0.29% 68
2016
Q2 		$6.2M Buy
50,528
+30,380
+151% +$3.64M 0.35% 57
2016
Q1 		$2.4M Sell
20,148
-8,993
-31% -$1.03M 0.33% 71
2015
Q4 		$3.32M Buy
+29,141
New +$3.37M 0.22% 98

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

IFP Advisors's LQD Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q2 2026, selling an estimated $139K and leaving 5,468 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #961.

IFP Advisors first reported a position in LQD in Q4 2015 and has held it in 42 quarters since. The position peaked at $22.2M in Q4 2020. 262 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • IFP Advisors held 5,468 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $596K as of Q2 2026.
  • IFP Advisors sold 1,280 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $139K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #961 holding.
  • IFP Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.2M in Q4 2020.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.