Lido Advisors
LQD icon

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

Lido 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 		$1.05M Sell
9,661
-2,792
-22% -$304K ﹤0.01% 1066
2026
Q1 		$1.36M Sell
12,453
-27,900
-69% -$3.08M ﹤0.01% 840
2025
Q4 		$4.46M Buy
40,353
+29,054
+257% +$3.23M 0.01% 493
2025
Q3 		$1.26M Buy
11,299
+2,578
+30% +$283K ﹤0.01% 847
2025
Q2 		$956K Sell
8,721
-652
-7% -$70K ﹤0.01% 862
2025
Q1 		$1.02M Sell
9,373
-1,292
-12% -$139K ﹤0.01% 773
2024
Q4 		$1.14M Sell
10,665
-3,228
-23% -$353K 0.01% 711
2024
Q3 		$1.57M Buy
13,893
+200
+1% +$22.1K 0.01% 541
2024
Q2 		$1.47M Buy
13,693
+1,387
+11% +$148K 0.01% 535
2024
Q1 		$1.34M Buy
12,306
+661
+6% +$71.8K 0.01% 545
2023
Q4 		$1.29M Sell
11,645
-1,775
-13% -$185K 0.01% 526
2023
Q3 		$1.37M Buy
13,420
+356
+3% +$37.5K 0.01% 458
2023
Q2 		$1.41M Buy
13,064
+1,980
+18% +$214K 0.01% 447
2023
Q1 		$1.21M Buy
11,084
+1,050
+10% +$114K 0.01% 432
2022
Q4 		$1.06M Buy
10,034
+3,678
+58% +$385K 0.01% 400
2022
Q3 		$651K Sell
6,356
-3,479
-35% -$383K 0.01% 478
2022
Q2 		$1.08M Buy
9,835
+2,653
+37% +$300K 0.01% 327
2022
Q1 		$868K Sell
7,182
-7,006
-49% -$874K 0.01% 432
2021
Q4 		$1.88M Sell
14,188
-206
-1% -$27.4K 0.02% 285
2021
Q3 		$1.91M Buy
14,394
+7,440
+107% +$1.01M 0.03% 278
2021
Q2 		$934K Sell
6,954
-702
-9% -$92.5K 0.01% 393
2021
Q1 		$996K Sell
7,656
-972
-11% -$129K 0.02% 337
2020
Q4 		$1.19M Buy
8,628
+1,302
+18% +$177K 0.02% 286
2020
Q3 		$987K Buy
7,326
+229
+3% +$31.2K 0.03% 256
2020
Q2 		$955K Sell
7,097
-62
-0.9% -$8.06K 0.03% 249
2020
Q1 		$884K Sell
7,159
-222
-3% -$28.3K 0.04% 247
2019
Q4 		$945K Buy
7,381
+4,108
+126% +$523K 0.04% 274
2019
Q3 		$417K Sell
3,273
-121
-4% -$15.2K 0.02% 374
2019
Q2 		$422K Buy
3,394
+1,477
+77% +$177K 0.02% 332
2019
Q1 		$228K Buy
1,917
+57
+3% +$6.6K 0.01% 459
2018
Q4 		$209K Buy
+1,860
New +$209K 0.02% 393
2016
Q2 		– Sell
-8,965
Closed -$1.06M – 174
2016
Q1 		$1.06M Buy
+8,965
New +$1.03M 0.36% 27

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Lido Advisors's LQD Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 22% in Q2 2026, selling an estimated $304K and leaving 9,661 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Lido Advisors first reported a position in LQD in Q1 2016 and has held it in 32 quarters since. The position peaked at $4.46M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Lido Advisors held 9,661 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.05M as of Q2 2026.
  • Lido Advisors sold 2,792 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $304K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1066 holding.
  • Lido Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 32 quarters since.
  • Lido Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.46M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.