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

LM 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	$435K	Buy	3,979 +3,545	+817%	+$386K	0.05%	162
2026 Q1	$3.98K	Sell	434 -4	-0.9%	-$441	0.06%	140
2025 Q4	$3.98K	Sell	438 -2,856	-87%	-$318K	0.07%	139
2025 Q3	$367K	Hold	3,294	–	–	0.05%	151
2025 Q2	$361K	Buy	+3,294	New	+$353K	0.05%	140
2024 Q1	–	Sell	-701	Closed	-$77.6K	–	507
2023 Q4	$77.6K	Buy	+701	New	+$73K	0.02%	270

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

LM Advisors's LQD Position: Q2 2026 in Review

LM Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 817% in Q2 2026, buying an estimated $386K and bringing the position to 3,979 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #162.

LM Advisors first reported a position in LQD in Q4 2023 and has held it in 6 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

LM Advisors held 3,979 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $435K as of Q2 2026.
LM Advisors bought 3,545 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $386K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of LM Advisors's portfolio in Q2 2026, its #162 holding.
LM Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.