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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
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

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LexAurum Advisors's LQD Position: Q2 2026 in Review

LexAurum Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 16,969 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #87.

LexAurum Advisors first reported a position in LQD in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.5M in Q1 2021. 456 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • LexAurum Advisors held 16,969 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.85M as of Q2 2026.
  • LexAurum Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of LexAurum Advisors's portfolio in Q2 2026, its #87 holding.
  • LexAurum Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 21 quarters since.
  • LexAurum Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.5M in Q1 2021.
  • 456 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.