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

Lantern 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 		$4.81M Buy
44,069
+3,072
+7% +$335K 2.2% 7
2026
Q1 		$4.47M Buy
40,997
+144
+0.4% +$15.9K 2.29% 7
2025
Q4 		$4.5M Buy
40,853
+740
+2% +$82.3K 2.39% 9
2025
Q3 		$4.47M Buy
40,113
+2,531
+7% +$278K 2.37% 9
2025
Q2 		$4.12M Buy
+37,582
New +$4.03M 2.45% 7
2024
Q4 		$3.57M Buy
33,388
+2,660
+9% +$291K 2.32% 9
2024
Q3 		$3.47M Buy
30,728
+230
+0.8% +$25.4K 2.41% 9
2024
Q2 		$3.27M Buy
30,498
+420
+1% +$44.8K 2.37% 9
2024
Q1 		$3.28M Sell
30,078
-235
-0.8% -$25.5K 2.3% 8
2023
Q4 		$3.35M Buy
+30,313
New +$3.16M 2.63% 7

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

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

Lantern Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.5% in Q2 2026, buying an estimated $335K and bringing the position to 44,069 shares worth $4.81M. The position accounts for 2.2% of the portfolio, ranked #7.

Lantern Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Lantern Wealth Advisors held 44,069 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.81M as of Q2 2026.
  • Lantern Wealth Advisors bought 3,072 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $335K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.2% of Lantern Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Lantern Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.