JWCA
LQD icon

J.W. Cole Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J.W. Cole 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 		$1.82M Buy
+16,718
New +$1.82M 0.03% 531
2026
Q1 		– Sell
-23,462
Closed -$1.71M – 1183
2025
Q4 		$1.71M Buy
23,462
+5,983
+34% +$665K 0.04% 445
2025
Q3 		$1.95M Buy
17,479
+1,933
+12% +$212K 0.04% 465
2025
Q2 		$1.7M Buy
15,546
+2,455
+19% +$263K 0.04% 476
2025
Q1 		$1.42M Buy
13,091
+1,062
+9% +$114K 0.04% 418
2024
Q4 		$1.29M Sell
12,029
-477
-4% -$52.2K 0.05% 349
2024
Q3 		$1.41M Buy
12,506
+428
+4% +$47.4K 0.06% 317
2024
Q2 		$1.29M Buy
12,078
+917
+8% +$97.9K 0.06% 302
2024
Q1 		$1.22M Buy
11,161
+567
+5% +$61.6K 0.06% 305
2023
Q4 		$1.17M Buy
10,594
+398
+4% +$41.4K 0.07% 282
2023
Q3 		$1.04M Sell
10,196
-2,254
-18% -$238K 0.08% 253
2023
Q2 		$1.35M Sell
12,450
-5,155
-29% -$557K 0.1% 223
2023
Q1 		$1.93M Buy
17,605
+2,684
+18% +$291K 0.14% 173
2022
Q4 		$1.57M Sell
14,921
-1,597
-10% -$167K 0.12% 197
2022
Q3 		$1.69M Buy
16,518
+1,051
+7% +$116K 0.14% 173
2022
Q2 		$1.7M Sell
15,467
-802
-5% -$90.6K 0.14% 178
2022
Q1 		$1.97M Sell
16,269
-7,957
-33% -$993K 0.13% 179
2021
Q4 		$3.21M Buy
+24,226
New +$3.22M 0.21% 122
2021
Q3 		– Sell
-26,864
Closed -$3.61M – 645
2021
Q2 		$3.61M Sell
26,864
-1,506
-5% -$199K 0.28% 85
2021
Q1 		$3.69M Sell
28,370
-8,369
-23% -$1.11M 0.36% 60
2020
Q4 		$5.08M Buy
36,739
+17,595
+92% +$2.4M 0.53% 36
2020
Q3 		$2.58M Sell
19,144
-614
-3% -$83.7K 0.2% 118
2020
Q2 		$2.66M Buy
+19,758
New +$2.57M 0.4% 69
2020
Q1 		– Sell
-22,321
Closed -$2.86M – 337
2019
Q4 		$2.86M Buy
+22,321
New +$2.84M 0.36% 69

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

J.W. Cole Advisors's LQD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 16,718 shares worth $1.82M. The stake represents 0.03% of the portfolio and ranks #531 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LQD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in LQD in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.08M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • J.W. Cole Advisors held 16,718 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.82M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #531 holding.
  • J.W. Cole Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.08M in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.