MA
LQD icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Mezzasalma Advisors's LQD Position: Q1 2026 in Review

Mezzasalma Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 3,386 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #117.

Mezzasalma Advisors first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $377K in Q3 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Mezzasalma Advisors held 3,386 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $369K as of Q1 2026.
  • Mezzasalma Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Mezzasalma Advisors's portfolio in Q1 2026, its #117 holding.
  • Mezzasalma Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Mezzasalma Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $377K in Q3 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.