Lantern Wealth Advisors
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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
Q3 		$4.59M Buy
44,964
+895
+2% +$94.8K 1.98% 9
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Lantern Wealth Advisors's LQD Position: Q3 2026 in Review

Lantern Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q3 2026, buying an estimated $94.8K and bringing the position to 44,964 shares worth $4.59M. The position accounts for 1.98% of the portfolio, ranked #9.

Lantern Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q2 2026. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Lantern Wealth Advisors held 44,964 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.59M as of Q3 2026.
  • Lantern Wealth Advisors bought 895 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $94.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.98% of Lantern Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Lantern Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Lantern Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.81M in Q2 2026.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.