JWCA
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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
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 $1.37T 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

J.W. Cole Advisors's LQD Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 23,462 shares — an estimated $1.71M sold.

J.W. Cole Advisors first reported a position in LQD in Q4 2019 and held it in 23 quarters. The position peaked at $5.08M in Q4 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 23,462 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.71M.
  • J.W. Cole Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.08M in Q4 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.