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

Investment Advisory Group’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 		$1.76M Buy
16,091
+310
+2% +$33.8K 0.38% 61
2026
Q1 		$1.72M Buy
15,781
+17
+0.1% +$1.87K 0.44% 57
2025
Q4 		$1.74M Sell
15,764
-75
-0.5% -$8.34K 0.45% 55
2025
Q3 		$1.77M Sell
15,839
-470
-3% -$51.7K 0.48% 51
2025
Q2 		$1.79M Sell
16,309
-289
-2% -$31K 0.54% 48
2025
Q1 		$1.8M Sell
16,598
-154
-0.9% -$16.6K 0.6% 43
2024
Q4 		$1.79M Sell
16,752
-1,802
-10% -$197K 0.6% 43
2024
Q3 		$2.1M Sell
18,554
-137
-0.7% -$15.2K 0.73% 35
2024
Q2 		$2M Sell
18,691
-103
-0.5% -$11K 0.77% 31
2024
Q1 		$2.05M Buy
18,794
+1
+0% +$109 0.85% 30
2023
Q4 		$2.08M Sell
18,793
-109
-0.6% -$11.4K 0.96% 26
2023
Q3 		$1.93M Sell
18,902
-658
-3% -$69.4K 1% 23
2023
Q2 		$2.12M Sell
19,560
-141
-0.7% -$15.2K 1.08% 23
2023
Q1 		$2.16M Sell
19,701
-297
-1% -$32.2K 1.24% 21
2022
Q4 		$2.11M Sell
19,998
-512
-2% -$53.6K 1.29% 20
2022
Q3 		$2.1M Sell
20,510
-968
-5% -$107K 1.46% 19
2022
Q2 		$2.37M Sell
21,478
-211
-1% -$23.8K 1.61% 18
2022
Q1 		$2.61M Sell
21,689
-159
-0.7% -$19.8K 1.58% 16
2021
Q4 		$2.71M Buy
+21,848
New +$2.9M 1.73% 16

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

Investment Advisory Group's LQD Position: Q2 2026 in Review

Investment Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q2 2026, buying an estimated $33.8K and bringing the position to 16,091 shares worth $1.76M. The position accounts for 0.38% of the portfolio, ranked #61.

Investment Advisory Group first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.71M in Q4 2021. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Investment Advisory Group held 16,091 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.76M as of Q2 2026.
  • Investment Advisory Group bought 310 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $33.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.38% of Investment Advisory Group's portfolio in Q2 2026, its #61 holding.
  • Investment Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.71M in Q4 2021.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.