M3 Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

M3 Advisory Group’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	$552K	Hold	5,065	–	–	0.29%	66
2026 Q1	$552K	Buy	5,065 +45	+0.9%	+$4.96K	0.34%	55
2025 Q4	$553K	Buy	5,020 +27	+0.5%	+$3K	0.34%	55
2025 Q3	$557K	Buy	4,993 +16	+0.3%	+$1.76K	0.35%	55
2025 Q2	$546K	Hold	4,977	–	–	0.38%	52
2025 Q1	$541K	Buy	4,977 +112	+2%	+$12.1K	0.43%	49
2024 Q4	$520K	Hold	4,865	–	–	0.37%	59
2024 Q3	$550K	Hold	4,865	–	–	0.4%	53
2024 Q2	$521K	Buy	4,865 +9	+0.2%	+$961	0.43%	52
2024 Q1	$529K	Buy	4,856 +554	+13%	+$60.2K	0.48%	44
2023 Q4	$476K	Buy	+4,302	New	+$448K	0.56%	41

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

M3 Advisory Group's LQD Position: Q2 2026 in Review

M3 Advisory Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 5,065 shares worth $552K. The position accounts for 0.29% of the portfolio, ranked #66.

M3 Advisory Group first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

M3 Advisory Group held 5,065 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $552K as of Q2 2026.
M3 Advisory Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.29% of M3 Advisory Group's portfolio in Q2 2026, its #66 holding.
M3 Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
M3 Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $557K in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.