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

Mezzasalma 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	$355K	Sell	3,253 -133	-4%	-$14.5K	0.07%	136
2026 Q1	$369K	Hold	3,386	–	–	0.09%	117
2025 Q4	$373K	Hold	3,386	–	–	0.09%	119
2025 Q3	$377K	Hold	3,386	–	–	0.1%	116
2025 Q2	$371K	Hold	3,386	–	–	0.11%	105
2025 Q1	$368K	Hold	3,386	–	–	0.13%	102
2024 Q4	$362K	Buy	+3,386	New	+$370K	0.12%	98

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

Mezzasalma Advisors's LQD Position: Q2 2026 in Review

Mezzasalma Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.9% in Q2 2026, selling an estimated $14.5K and leaving 3,253 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #136.

Mezzasalma Advisors first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q3 2025. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Mezzasalma Advisors held 3,253 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $355K as of Q2 2026.
Mezzasalma Advisors sold 133 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Mezzasalma Advisors's portfolio in Q2 2026, its #136 holding.
Mezzasalma Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $377K in Q3 2025.
1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.