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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 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. 199 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.
  • 199 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.