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	$532K	Sell	4,880 -78	-2%	-$8.5K	0.05%	135
2026 Q1	$540K	Buy	4,958 +1,213	+32%	+$134K	0.06%	128
2025 Q4	$413K	Sell	3,745 -462	-11%	-$51.4K	0.05%	150
2025 Q3	$469K	Buy	4,207 +288	+7%	+$31.7K	0.06%	132
2025 Q2	$430K	Buy	3,919 +131	+3%	+$14.1K	0.06%	135
2025 Q1	$412K	Buy	3,788 +1,131	+43%	+$122K	0.06%	121
2024 Q4	$285K	Buy	2,657 +45	+2%	+$4.92K	0.05%	149
2024 Q3	$295K	Buy	2,612 +143	+6%	+$15.8K	0.05%	145
2024 Q2	$264K	Buy	2,469 +28	+1%	+$2.99K	0.05%	149
2024 Q1	$266K	Buy	+2,441	New	+$265K	0.06%	138

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 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 1.6% in Q2 2026, selling an estimated $8.5K and leaving 4,880 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #135.

Legacy Edge Advisors first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $540K in Q1 2026. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Legacy Edge Advisors held 4,880 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $532K as of Q2 2026.
Legacy Edge Advisors sold 78 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% 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 Q1 2024 and has held it in 10 quarters since.
Legacy Edge Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $540K in Q1 2026.
1,120 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.