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

Mount Yale Investment 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	$1.16M	Buy	10,665 +2,299	+27%	+$251K	0.02%	542
2026 Q1	$912K	Buy	+8,366	New	+$922K	0.02%	545
2025 Q3	–	Sell	-18	Closed	-$1.98K	–	1204
2025 Q2	$1.98K	Buy	+18	New	+$1.93K	﹤0.01%	1334
2024 Q2	–	Sell	-2,804	Closed	-$305K	–	563
2024 Q1	$305K	Sell	2,804 -4,652	-62%	-$505K	0.02%	445
2023 Q4	$825K	Buy	7,456 +2,412	+48%	+$251K	0.08%	232
2023 Q3	$515K	Buy	+5,044	New	+$532K	0.06%	304
2021 Q2	–	Sell	-6,419	Closed	-$835K	–	440
2021 Q1	$835K	Sell	6,419 -5,036	-44%	-$670K	0.11%	197
2020 Q4	$1.58M	Buy	11,455 +1,355	+13%	+$185K	0.22%	103
2020 Q3	$1.36M	Buy	10,100 +3,592	+55%	+$490K	0.19%	110
2020 Q2	$875K	Buy	+6,508	New	+$846K	0.16%	141

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

Mount Yale Investment Advisors's LQD Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q2 2026, buying an estimated $251K and bringing the position to 10,665 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #542.

Mount Yale Investment Advisors first reported a position in LQD in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2020. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Mount Yale Investment Advisors held 10,665 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.16M as of Q2 2026.
Mount Yale Investment Advisors bought 2,299 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $251K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #542 holding.
Mount Yale Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Mount Yale Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.58M in Q4 2020.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.