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

Invested 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 		$256K Sell
2,343
-960
-29% -$105K 0.23% 123
2026
Q1 		$360K Sell
3,303
-1,079
-25% -$119K 0.36% 84
2025
Q4 		$483K Buy
4,382
+1,118
+34% +$124K 0.5% 54
2025
Q3 		$346K Buy
+3,264
New +$359K 0.5% 56

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
NDSIB
North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

Invested Advisors's LQD Position: Q2 2026 in Review

Invested Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q2 2026, selling an estimated $105K and leaving 2,343 shares worth $256K. The position accounts for 0.23% of the portfolio, ranked #123.

Invested Advisors first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. The position peaked at $483K in Q4 2025. 596 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Invested Advisors held 2,343 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $256K as of Q2 2026.
  • Invested Advisors sold 960 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Invested Advisors's portfolio in Q2 2026, its #123 holding.
  • Invested Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $483K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.