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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $52B AUM 24.53% 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 $5.64B AUM 18.33% 1-Year Est. Return

Mount Yale Investment Advisors's LQD Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026: 8,366 shares worth $912K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LQD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LQD in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2020. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Mount Yale Investment Advisors held 8,366 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $912K as of Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #545 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 9 quarters since.
  • Mount Yale Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.58M in Q4 2020.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.