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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
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 $1.37T 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

Lantern Wealth Advisors's LQD Position: Q1 2026 in Review

Lantern Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.35% in Q1 2026, buying an estimated $15.9K and bringing the position to 40,997 shares worth $4.47M. The position accounts for 2.29% of the portfolio, ranked #7.

Lantern Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.5M in Q4 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Lantern Wealth Advisors held 40,997 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.47M as of Q1 2026.
  • Lantern Wealth Advisors bought 144 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.29% of Lantern Wealth Advisors's portfolio in Q1 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 9 quarters since.
  • Lantern Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.5M in Q4 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.