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

Kestra Advisory Services’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	$64.7M	Buy	593,522 +208,814	+54%	+$22.8M	0.21%	92
2026 Q1	$41.9M	Sell	384,708 -53,086	-12%	-$5.85M	0.16%	126
2025 Q4	$48.2M	Buy	437,794 +39,966	+10%	+$4.44M	0.2%	91
2025 Q3	$44.3M	Buy	397,828 +250,474	+170%	+$27.5M	0.2%	92
2025 Q2	$16.2M	Buy	147,354 +14,161	+11%	+$1.52M	0.08%	245
2025 Q1	$14.5M	Sell	133,193 -258,614	-66%	-$27.9M	0.07%	252
2024 Q4	$41.9M	Buy	391,807 +76,195	+24%	+$8.34M	0.23%	85
2024 Q3	$35.7M	Sell	315,612 -5,851	-2%	-$647K	0.2%	104
2024 Q2	$33.6M	Buy	321,463 +208,086	+184%	+$22.2M	0.19%	103
2024 Q1	$12.3M	Buy	113,377 +19,867	+21%	+$2.16M	0.08%	259
2023 Q4	$10.3M	Buy	93,510 +6,112	+7%	+$636K	0.08%	267
2023 Q3	$8.92M	Buy	87,398 +16,180	+23%	+$1.71M	0.09%	255
2023 Q2	$7.7M	Sell	71,218 -2,452	-3%	-$265K	0.08%	273
2023 Q1	$8.07M	Sell	73,670 -9,316	-11%	-$1.01M	0.09%	246
2022 Q4	$8.75M	Sell	82,986 -5,050	-6%	-$529K	0.08%	279
2022 Q3	$9.02M	Buy	88,036 +6,204	+8%	+$684K	0.1%	231
2022 Q2	$9M	Sell	81,832 -24,122	-23%	-$2.72M	0.09%	228
2022 Q1	$12.8M	Sell	105,954 -20,264	-16%	-$2.53M	0.13%	171
2021 Q4	$16.7M	Buy	126,218 +624	+0.5%	+$82.9K	0.17%	133
2021 Q3	$16.7M	Buy	125,594 +27,291	+28%	+$3.69M	0.17%	139
2021 Q2	$13.2M	Sell	98,303 -83,461	-46%	-$11M	0.15%	158
2021 Q1	$23.6M	Sell	181,764 -18,563	-9%	-$2.47M	0.3%	67
2020 Q4	$27.7M	Buy	200,327 +32,031	+19%	+$4.36M	0.32%	60
2020 Q3	$22.7M	Buy	+168,296	New	+$22.9M	0.42%	39

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Kestra Advisory Services's LQD Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 54% in Q2 2026, buying an estimated $22.8M and bringing the position to 593,522 shares worth $64.7M. The position accounts for 0.21% of the portfolio, ranked #92.

Kestra Advisory Services first reported a position in LQD in Q3 2020 and has held it in 24 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Kestra Advisory Services held 593,522 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $64.7M as of Q2 2026.
Kestra Advisory Services bought 208,814 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.8M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Kestra Advisory Services's portfolio in Q2 2026, its #92 holding.
Kestra Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.