LEA
LQD icon

Legacy Edge Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Legacy Edge 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 		$430K Sell
3,919
-1,039
-21% -$113K 0.06% 135
2026
Q1 		$540K Buy
4,958
+1,213
+32% +$134K 0.06% 128
2025
Q4 		$413K Buy
+3,745
New +$416K 0.05% 150

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Legacy Edge Advisors's LQD Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q2 2026, selling an estimated $113K and leaving 3,919 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #135.

Legacy Edge Advisors first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 751 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Legacy Edge Advisors held 3,919 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $430K as of Q2 2026.
  • Legacy Edge Advisors sold 1,039 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $113K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #135 holding.
  • Legacy Edge Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $540K in Q1 2026.
  • 751 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.