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

LWM 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	–	Sell	-33,945	Closed	-$3.7M	–	10
2026 Q1	$3.7M	Buy	33,945 +1,061	+3%	+$117K	3.21%	10
2025 Q4	$3.62M	Buy	32,884 +137	+0.4%	+$15.2K	3.19%	10
2025 Q3	$3.65M	Buy	+32,747	New	+$3.6M	3.28%	10
2025 Q2	–	Hold	0	–	–	–	10
2025 Q1	–	Sell	-32,821	Closed	-$3.54M	–	10
2024 Q4	$3.51M	Buy	+32,821	New	+$3.59M	3.52%	10

Other funds holding LQD

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return