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

Lifeworks 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	$21.3M	Buy	195,454 +8,472	+5%	+$923K	2.23%	5
2026 Q1	$20.4M	Buy	186,982 +1,754	+0.9%	+$193K	2.61%	3
2025 Q4	$20.4M	Buy	185,228 +10,485	+6%	+$1.17M	2.64%	3
2025 Q3	$19.5M	Buy	174,743 +6,312	+4%	+$694K	2.59%	3
2025 Q2	$18.5M	Buy	168,431 +510	+0.3%	+$54.7K	2.75%	3
2025 Q1	$18.3M	Buy	167,921 +30,013	+22%	+$3.23M	3.03%	3
2024 Q4	$14.7M	Buy	137,908 +9,952	+8%	+$1.09M	2.66%	3
2024 Q3	$14.5M	Buy	127,956 +29,129	+29%	+$3.22M	2.84%	3
2024 Q2	$10.6M	Buy	98,827 +3,673	+4%	+$392K	2.95%	3
2024 Q1	$10.4M	Buy	95,154 +20,686	+28%	+$2.25M	2.9%	2
2023 Q4	$8.24M	Buy	74,468 +10,725	+17%	+$1.12M	2.84%	3
2023 Q3	$6.5M	Buy	63,743 +9,879	+18%	+$1.04M	2.53%	3
2023 Q2	$5.82M	Buy	53,864 +25,998	+93%	+$2.81M	2.48%	8
2023 Q1	$3.05M	Buy	27,866 +25,862	+1,291%	+$2.8M	1.44%	20
2022 Q4	$211K	Hold	2,004	–	–	0.12%	110
2022 Q3	$203K	Buy	+2,004	New	+$221K	0.12%	124
2022 Q1	–	Sell	-1,803	Closed	-$239K	–	134
2021 Q4	$239K	Buy	+1,803	New	+$240K	0.19%	102

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

Lifeworks Advisors's LQD Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.5% in Q2 2026, buying an estimated $923K and bringing the position to 195,454 shares worth $21.3M. The position accounts for 2.23% of the portfolio, ranked #5.

Lifeworks Advisors first reported a position in LQD in Q4 2021 and has held it in 17 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lifeworks Advisors held 195,454 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.3M as of Q2 2026.
Lifeworks Advisors bought 8,472 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $923K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.23% of Lifeworks Advisors's portfolio in Q2 2026, its #5 holding.
Lifeworks Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.