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

Maxele 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	$224K	Buy	+2,054	New	+$224K	0.16%	96
2025 Q4	$245K	Sell	2,219 -175	-7%	-$19.5K	0.2%	90
2025 Q3	$267K	Sell	2,394 -422	-15%	-$46.4K	0.23%	84
2025 Q2	$309K	Sell	2,816 -120	-4%	-$12.9K	0.27%	80
2025 Q1	$319K	Sell	2,936 -200	-6%	-$21.6K	0.31%	73
2024 Q4	$335K	Buy	+3,136	New	+$343K	0.32%	71
2022 Q3	$441K	Sell	4,301 -133	-3%	-$14.7K	0.74%	40
2022 Q2	$488K	Sell	4,434 -1,155	-21%	-$130K	0.77%	39
2022 Q1	$676K	Sell	5,589 -1,661	-23%	-$207K	0.84%	38
2021 Q4	$961K	Buy	+7,250	New	+$964K	1.11%	29

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

Maxele Advisors's LQD Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,054 shares worth $224K. The stake represents 0.16% of the portfolio and ranks #96 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in LQD as recently as Q4 2025.

Maxele Advisors first reported a position in LQD in Q4 2021 and has held it in 10 quarters since. The position peaked at $961K in Q4 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Maxele Advisors held 2,054 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $224K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Maxele Advisors position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Maxele Advisors's portfolio in Q2 2026, its #96 holding.
Maxele Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $961K in Q4 2021.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.