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

IPG Investment 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 		$9.56M Buy
87,660
+74,851
+584% +$8.16M 1.37% 16
2026
Q1 		$1.4M Buy
12,809
+6,895
+117% +$760K 0.24% 98
2025
Q4 		$652K Buy
5,914
+319
+6% +$35.5K 0.11% 118
2025
Q3 		$624K Sell
5,595
-34,591
-86% -$3.8M 0.11% 114
2025
Q2 		$4.4M Buy
40,186
+33,829
+532% +$3.63M 0.86% 33
2025
Q1 		$691K Buy
6,357
+288
+5% +$31K 0.16% 85
2024
Q4 		$648K Buy
6,069
+1,046
+21% +$114K 0.15% 88
2024
Q3 		$567K Sell
5,023
-7,929
-61% -$877K 0.12% 96
2024
Q2 		$1.39M Sell
12,952
-8,159
-39% -$871K 0.3% 60
2024
Q1 		$2.3M Sell
21,111
-6,869
-25% -$746K 0.5% 45
2023
Q4 		$3.1M Buy
27,980
+8,417
+43% +$877K 0.62% 39
2023
Q3 		$2M Buy
19,563
+6,386
+48% +$673K 0.44% 46
2023
Q2 		$1.42M Sell
13,177
-806
-6% -$87.2K 0.31% 48
2023
Q1 		$1.53M Sell
13,983
-750
-5% -$81.2K 0.35% 46
2022
Q4 		$1.55M Sell
14,733
-700
-5% -$73.3K 0.43% 40
2022
Q3 		$1.58M Sell
15,433
-282
-2% -$31.1K 0.44% 41
2022
Q2 		$1.73M Sell
15,715
-628
-4% -$70.9K 0.43% 42
2022
Q1 		$1.98M Buy
16,343
+650
+4% +$81.1K 0.38% 44
2021
Q4 		$2.08M Buy
+15,693
New +$2.09M 0.38% 49
2021
Q2 		– Sell
-19,015
Closed -$2.47M – 193
2021
Q1 		$2.47M Buy
19,015
+372
+2% +$49.5K 0.48% 40
2020
Q4 		$2.58M Buy
18,643
+15,142
+433% +$2.06M 0.6% 35
2020
Q3 		$472K Buy
3,501
+623
+22% +$84.9K 0.13% 84
2020
Q2 		$387K Sell
2,878
-92
-3% -$12K 0.13% 86
2020
Q1 		$367K Sell
2,970
-475
-14% -$60.5K 0.15% 82
2019
Q4 		$441K Buy
3,445
+450
+15% +$57.3K 0.14% 84
2019
Q3 		$382K Buy
2,995
+1,025
+52% +$129K 0.13% 80
2019
Q2 		$245K Hold
1,970
– – 0.09% 117
2019
Q1 		$235K Hold
1,970
– – 0.08% 125
2018
Q4 		$222K Buy
1,970
+40
+2% +$4.5K 0.08% 123
2018
Q3 		$222K Hold
1,930
– – 0.07% 149
2018
Q2 		$221K Sell
1,930
-250
-11% -$28.8K 0.08% 140
2018
Q1 		$256K Sell
2,180
-500
-19% -$59.1K 0.08% 122
2017
Q4 		$326K Sell
2,680
-700
-21% -$84.7K 0.14% 93
2017
Q3 		$410K Sell
3,380
-1,250
-27% -$151K 0.14% 74
2017
Q2 		$558K Buy
4,630
+1,825
+65% +$218K 0.22% 61
2017
Q1 		$331K Buy
2,805
+132
+5% +$15.5K 0.15% 89
2016
Q4 		$313K Buy
+2,673
New +$318K 0.13% 93

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

IPG Investment Advisors's LQD Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 584% in Q2 2026, buying an estimated $8.16M and bringing the position to 87,660 shares worth $9.56M. The position accounts for 1.37% of the portfolio, ranked #16.

IPG Investment Advisors first reported a position in LQD in Q4 2016 and has held it in 37 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • IPG Investment Advisors held 87,660 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.56M as of Q2 2026.
  • IPG Investment Advisors bought 74,851 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.16M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.37% of IPG Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • IPG Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.