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Independent Advisor Alliance’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Independent Advisor Alliance’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
Q1 		$12.1M Buy
110,748
+105,995
+2,230% +$11.7M 0.13% 145
2025
Q4 		$524K Buy
4,753
+286
+6% +$31.8K 0.01% 637
2025
Q3 		$498K Sell
4,467
-93
-2% -$10.2K 0.01% 624
2025
Q2 		$500K Buy
4,560
+510
+13% +$54.7K 0.01% 590
2025
Q1 		$440K Sell
4,050
-89,742
-96% -$9.67M 0.01% 556
2024
Q4 		$10M Buy
+93,792
New +$10.3M 0.13% 165
2024
Q1 		– Sell
-1,910
Closed -$211K – 721
2023
Q4 		$211K Sell
1,910
-51
-3% -$5.31K 0.01% 631
2023
Q3 		$200K Buy
+1,961
New +$207K 0.01% 612
2023
Q1 		– Sell
-2,706
Closed -$285K – 688
2022
Q4 		$285K Sell
2,706
-157
-5% -$16.4K 0.1% 118
2022
Q3 		$293K Buy
2,863
+516
+22% +$56.9K 0.02% 486
2022
Q2 		$258K Buy
+2,347
New +$265K 0.01% 521
2020
Q1 		– Sell
-83,681
Closed -$10.7M – 670
2019
Q4 		$10.7M Buy
+83,681
New +$10.7M 0.47% 44
2019
Q1 		– Sell
-1,815
Closed -$211K – 455
2018
Q4 		$211K Buy
+1,815
New +$204K 0.04% 360
2017
Q2 		– Sell
-30,859
Closed -$3.64M – 335
2017
Q1 		$3.64M Buy
+30,859
New +$3.62M 0.58% 52

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Independent Advisor Alliance's LQD Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2,230% in Q1 2026, buying an estimated $11.7M and bringing the position to 110,748 shares worth $12.1M. The position accounts for 0.13% of the portfolio, ranked #145.

Independent Advisor Alliance first reported a position in LQD in Q1 2017 and has held it in 14 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Independent Advisor Alliance held 110,748 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.1M as of Q1 2026.
  • Independent Advisor Alliance bought 105,995 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $11.7M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #145 holding.
  • Independent Advisor Alliance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 14 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.