JWA
LQD icon

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

JFS Wealth 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 		$29.6K Hold
271
– – ﹤0.01% 659
2026
Q1 		$29.5K Hold
271
– – ﹤0.01% 637
2025
Q4 		$29.9K Hold
271
– – ﹤0.01% 642
2025
Q3 		$30.2K Hold
271
– – ﹤0.01% 610
2025
Q2 		$29.7K Hold
271
– – ﹤0.01% 571
2025
Q1 		$29.5K Sell
271
-814
-75% -$87.7K ﹤0.01% 577
2024
Q4 		$116K Buy
1,085
+543
+100% +$59.4K 0.01% 344
2024
Q3 		$61.2K Hold
542
– – ﹤0.01% 434
2024
Q2 		$58.1K Hold
542
– – ﹤0.01% 394
2024
Q1 		$59K Hold
542
– – ﹤0.01% 399
2023
Q4 		$60K Hold
542
– – 0.01% 377
2023
Q3 		$55.3K Buy
542
+475
+709% +$50.1K 0.01% 365
2023
Q2 		$7.25K Buy
+67
New +$7.25K ﹤0.01% 849
2021
Q1 		– Sell
-1,360
Closed -$188K – 608
2020
Q4 		$188K Sell
1,360
-90
-6% -$12.3K 0.04% 143
2020
Q3 		$195K Sell
1,450
-910
-39% -$124K 0.05% 140
2020
Q2 		$317K Buy
2,360
+1,000
+74% +$130K 0.08% 109
2020
Q1 		$168K Buy
+1,360
New +$173K 0.05% 137
2019
Q4 		– Sell
-10
Closed -$1K – 535
2019
Q3 		$1K Buy
+10
New +$1.26K ﹤0.01% 483
2018
Q4 		– Sell
-187
Closed -$21K – 505
2018
Q3 		$21K Buy
+187
New +$21.6K 0.01% 321
2018
Q1 		– Sell
-8
Closed -$1K – 552
2017
Q4 		$1K Buy
+8
New +$968 ﹤0.01% 507

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

JFS Wealth Advisors's LQD Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 271 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

JFS Wealth Advisors first reported a position in LQD in Q4 2017 and has held it in 20 quarters since. The position peaked at $317K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • JFS Wealth Advisors held 271 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.6K as of Q2 2026.
  • JFS Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #659 holding.
  • JFS Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 20 quarters since.
  • JFS Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $317K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.