Market Street Wealth Management Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Market Street Wealth Management 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	$255K	Sell	2,337 -35	-1%	-$3.81K	0.04%	108
2026 Q1	$259K	Sell	2,372 -137	-5%	-$15.1K	0.04%	95
2025 Q4	$276K	Sell	2,509 -141	-5%	-$15.7K	0.04%	91
2025 Q3	$295K	Hold	2,650	–	–	0.05%	89
2025 Q2	$290K	Hold	2,650	–	–	0.05%	87
2025 Q1	$288K	Sell	2,650 -148	-5%	-$15.9K	0.05%	84
2024 Q4	$299K	Hold	2,798	–	–	0.05%	85
2024 Q3	$316K	Sell	2,798 -309	-10%	-$34.2K	0.05%	83
2024 Q2	$333K	Sell	3,107 -1,532	-33%	-$164K	0.06%	80
2024 Q1	$505K	Sell	4,639 -2,717	-37%	-$295K	0.09%	74
2023 Q4	$814K	Sell	7,356 -88,365	-92%	-$9.2M	0.17%	60
2023 Q3	$9.77M	Buy	+95,721	New	+$10.1M	2.5%	12
2022 Q4	–	Sell	-13,572	Closed	-$1.39M	–	96
2022 Q3	$1.39M	Buy	+13,572	New	+$1.5M	0.44%	50

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Market Street Wealth Management Advisors's LQD Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q2 2026, selling an estimated $3.81K and leaving 2,337 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #108.

Market Street Wealth Management Advisors first reported a position in LQD in Q3 2022 and has held it in 13 quarters since. The position peaked at $9.77M in Q3 2023. 511 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Market Street Wealth Management Advisors held 2,337 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $255K as of Q2 2026.
Market Street Wealth Management Advisors sold 35 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.81K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #108 holding.
Market Street Wealth Management Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 13 quarters since.
Market Street Wealth Management Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.77M in Q3 2023.
511 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.