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Laurel Wealth Advisors (North Carolina)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.11M Sell
10,172
-150
-1% -$16.3K 0.11% 111
2026
Q1 		$1.13M Sell
10,322
-200
-2% -$22.1K 0.11% 108
2025
Q4 		$1.16M Sell
10,522
-125
-1% -$13.9K 0.15% 107
2025
Q3 		$1.19M Hold
10,647
– – 0.17% 106
2025
Q2 		$1.17M Sell
10,647
-194
-2% -$20.8K 0.17% 105
2025
Q1 		$1.18M Sell
10,841
-520
-5% -$56K 0.18% 101
2024
Q4 		$1.21M Sell
11,361
-150
-1% -$16.4K 0.19% 99
2024
Q3 		$1.3M Sell
11,511
-490
-4% -$54.2K 0.21% 97
2024
Q2 		$1.29M Sell
12,001
-200
-2% -$21.3K 0.22% 92
2024
Q1 		$1.33M Sell
12,201
-280
-2% -$30.4K 0.23% 94
2023
Q4 		$1.38M Buy
12,481
+260
+2% +$27.1K 0.26% 82
2023
Q3 		$1.25M Buy
12,221
+1,368
+13% +$144K 0.26% 83
2023
Q2 		$1.17M Buy
10,853
+40
+0.4% +$4.33K 0.24% 87
2023
Q1 		$1.19M Buy
10,813
+1,919
+22% +$208K 0.25% 84
2022
Q4 		$938K Buy
8,894
+3,553
+67% +$372K 0.21% 90
2022
Q3 		$547K Buy
5,341
+1,260
+31% +$139K 0.14% 108
2022
Q2 		$449K Sell
4,081
-3,113
-43% -$351K 0.11% 117
2022
Q1 		$870K Sell
7,194
-1,896
-21% -$237K 0.18% 102
2021
Q4 		$1.21M Sell
9,090
-550
-6% -$73.1K 0.25% 85
2021
Q3 		$1.28M Buy
9,640
+7
+0.1% +$946 0.28% 77
2021
Q2 		$1.29M Sell
9,633
-244
-2% -$32.2K 0.28% 79
2021
Q1 		$1.28M Buy
9,877
+319
+3% +$42.4K 0.31% 73
2020
Q4 		$1.32M Sell
9,558
-131
-1% -$17.8K 0.34% 71
2020
Q3 		$1.3M Buy
9,689
+8
+0.1% +$1.09K 0.39% 65
2020
Q2 		$1.3M Sell
9,681
-42
-0.4% -$5.46K 0.43% 65
2020
Q1 		$1.2M Sell
9,723
-1,019
-9% -$130K 0.45% 67
2019
Q4 		$1.38M Sell
10,742
-535
-5% -$68.1K 0.43% 64
2019
Q3 		$1.44M Buy
11,277
+1,375
+14% +$173K 0.49% 62
2019
Q2 		$1.23M Sell
9,902
-422
-4% -$50.7K 0.43% 64
2019
Q1 		$1.23M Sell
10,324
-210
-2% -$24.3K 0.45% 63
2018
Q4 		$1.19M Buy
+10,534
New +$1.18M 0.48% 57

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

Laurel Wealth Advisors (North Carolina)'s LQD Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q2 2026, selling an estimated $16.3K and leaving 10,172 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #111.

Laurel Wealth Advisors (North Carolina) first reported a position in LQD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.44M in Q3 2019. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 10,172 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.11M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 150 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #111 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.44M in Q3 2019.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.