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

LexAurum 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 		$1.73M Hold
16,969
– – 0.19% 96
2026
Q2 		$1.85M Hold
16,969
– – 0.21% 87
2026
Q1 		$1.85M Buy
+16,969
New +$1.87M 0.24% 83
2025
Q3 		$1.93M Sell
17,349
-102
-0.6% -$11.2K 0.27% 73
2025
Q2 		$1.91M Hold
17,451
– – 0.3% 65
2025
Q1 		$1.9M Hold
17,451
– – 0.36% 51
2024
Q4 		$1.86M Buy
17,451
+219
+1% +$24K 0.37% 53
2024
Q3 		$1.95M Buy
17,232
+3,250
+23% +$360K 0.43% 44
2024
Q2 		$1.5M Buy
13,982
+2,978
+27% +$318K 0.37% 53
2024
Q1 		$1.2M Buy
11,004
+2,534
+30% +$275K 0.3% 70
2023
Q4 		$937K Buy
8,470
+2,258
+36% +$235K 0.25% 90
2023
Q3 		$634K Buy
+6,212
New +$655K 0.19% 116
2022
Q3 		– Sell
-1,895
Closed -$208K – 255
2022
Q2 		$208K Sell
1,895
-651
-26% -$73.5K 0.08% 226
2022
Q1 		$308K Sell
2,546
-301
-11% -$37.5K 0.1% 182
2021
Q4 		$377K Sell
2,847
-412
-13% -$54.8K 0.12% 170
2021
Q3 		$434K Sell
3,259
-104
-3% -$14.1K 0.13% 181
2021
Q2 		$452K Sell
3,363
-15,874
-83% -$2.09M 0.13% 173
2021
Q1 		$2.5M Buy
19,237
+1,251
+7% +$166K 0.86% 24
2020
Q4 		$2.48M Buy
17,986
+16,090
+849% +$2.19M 0.89% 21
2020
Q3 		$255K Buy
+1,896
New +$258K 0.1% 188
2018
Q2 		– Sell
-9,611
Closed -$1.13M – 153
2018
Q1 		$1.13M Buy
9,611
+731
+8% +$86.4K 0.95% 29
2017
Q4 		$1.07M Buy
+8,880
New +$1.07M 1% 30

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

LexAurum Advisors's LQD Position: Q3 2026 in Review

LexAurum Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 16,969 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #96.

LexAurum Advisors first reported a position in LQD in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.5M in Q1 2021. 644 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • LexAurum Advisors held 16,969 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.73M as of Q3 2026.
  • LexAurum Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of LexAurum Advisors's portfolio in Q3 2026, its #96 holding.
  • LexAurum Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • LexAurum Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.5M in Q1 2021.
  • 644 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.