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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.67M Buy
+24,507
New +$2.67M 0.17% 103
2019
Q2
Sell
-330
Closed -$39K 294
2019
Q1
$39K Buy
330
+311
+1,637% +$36K 0.02% 163
2018
Q4
$2K Hold
19
﹤0.01% 293
2018
Q3
$2K Hold
19
﹤0.01% 304
2018
Q2
$2K Buy
+19
New +$2.19K ﹤0.01% 397

Other funds holding LQD

IMA Advisory Services's LQD Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 24,507 shares worth $2.67M. The stake represents 0.17% of the portfolio and ranks #103 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in LQD as recently as Q1 2019.

IMA Advisory Services first reported a position in LQD in Q2 2018 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • IMA Advisory Services held 24,507 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.67M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new IMA Advisory Services position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of IMA Advisory Services's portfolio in Q2 2026, its #103 holding.
  • IMA Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 5 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.