Kovack Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Buy |
23,417
+14,219
| +155% | +$1.57M | 0.13% | 142 |
|
|
2025
Q4 | $1.01M | Buy |
9,198
+7,053
| +329% | +$784K | 0.05% | 370 |
|
|
2025
Q3 | $239K | Sell |
2,145
-44
| -2% | -$4.84K | 0.02% | 524 |
|
|
2025
Q2 | $240K | Buy |
+2,189
| New | +$235K | 0.02% | 517 |
|
|
2025
Q1 | – | Sell |
-3,667
| Closed | -$392K | – | 612 |
|
|
2024
Q4 | $392K | Buy |
3,667
+216
| +6% | +$23.6K | 0.04% | 377 |
|
|
2024
Q3 | $390K | Sell |
3,451
-430
| -11% | -$47.6K | 0.04% | 368 |
|
|
2024
Q2 | $416K | Buy |
+3,881
| New | +$414K | 0.05% | 346 |
|
|
2022
Q2 | – | Sell |
-1,799
| Closed | -$217K | – | 693 |
|
|
2022
Q1 | $217K | Sell |
1,799
-454
| -20% | -$56.6K | 0.02% | 630 |
|
|
2021
Q4 | $299K | Buy |
2,253
+294
| +15% | +$39.1K | 0.03% | 531 |
|
|
2021
Q3 | $261K | Sell |
1,959
-390
| -17% | -$52.7K | 0.03% | 572 |
|
|
2021
Q2 | $316K | Sell |
2,349
-3,705
| -61% | -$488K | 0.04% | 500 |
|
|
2021
Q1 | $787K | Sell |
6,054
-9,173
| -60% | -$1.22M | 0.1% | 225 |
|
|
2020
Q4 | $2.1M | Buy |
15,227
+3,010
| +25% | +$410K | 0.3% | 91 |
|
|
2020
Q3 | $1.65M | Buy |
12,217
+2,784
| +30% | +$380K | 0.29% | 85 |
|
|
2020
Q2 | $1.27M | Buy |
9,433
+1,909
| +25% | +$248K | 0.25% | 103 |
|
|
2020
Q1 | $929K | Sell |
7,524
-5,556
| -42% | -$708K | 0.21% | 114 |
|
|
2019
Q4 | $1.67M | Buy |
13,080
+9,223
| +239% | +$1.17M | 0.3% | 80 |
|
|
2019
Q3 | $492K | Buy |
3,857
+336
| +10% | +$42.3K | 0.1% | 233 |
|
|
2019
Q2 | $438K | Buy |
3,521
+1,581
| +81% | +$190K | 0.1% | 232 |
|
|
2019
Q1 | $231K | Sell |
1,940
-161
| -8% | -$18.6K | 0.06% | 348 |
|
|
2018
Q4 | $237K | Buy |
2,101
+18
| +0.9% | +$2.02K | 0.07% | 313 |
|
|
2018
Q3 | $239K | Buy |
2,083
+58
| +3% | +$6.68K | 0.06% | 345 |
|
|
2018
Q2 | $232K | Buy |
+2,025
| New | +$233K | 0.06% | 344 |
|
|
2018
Q1 | – | Sell |
-2,893
| Closed | -$352K | – | 516 |
|
|
2017
Q4 | $352K | Sell |
2,893
-682
| -19% | -$82.5K | 0.09% | 265 |
|
|
2017
Q3 | $433K | Sell |
3,575
-68
| -2% | -$8.22K | 0.14% | 170 |
|
|
2017
Q2 | $439K | Buy |
3,643
+1,850
| +103% | +$221K | 0.14% | 178 |
|
|
2017
Q1 | $211K | Sell |
1,793
-791
| -31% | -$92.9K | 0.08% | 261 |
|
|
2016
Q4 | $303K | Buy |
+2,584
| New | +$307K | 0.14% | 161 |
|
|
2015
Q3 | – | Sell |
-2,695
| Closed | -$312K | – | 234 |
|
|
2015
Q2 | $312K | Buy |
2,695
+442
| +20% | +$52.4K | 0.22% | 125 |
|
|
2015
Q1 | $274K | Buy |
2,253
+99
| +5% | +$12K | 0.23% | 118 |
|
|
2014
Q4 | $257K | Buy |
+2,154
| New | +$257K | 0.27% | 102 |
|
Other funds holding LQD
MYLI
N
B
Kovack Advisors's LQD Position: Q1 2026 in Review
Kovack Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 155% in Q1 2026, buying an estimated $1.57M and bringing the position to 23,417 shares worth $2.52M. The position accounts for 0.13% of the portfolio, ranked #142.
Kovack Advisors first reported a position in LQD in Q4 2014 and has held it in 31 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Kovack Advisors held 23,417 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.52M as of Q1 2026.
- Kovack Advisors bought 14,219 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.57M.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Kovack Advisors's portfolio in Q1 2026, its #142 holding.
- Kovack Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 31 quarters since.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.