Mutual Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.62M | Sell |
60,747
-1,026
| -2% | -$113K | 0.14% | 141 |
|
|
2025
Q4 | $6.81M | Sell |
61,773
-7,908
| -11% | -$879K | 0.15% | 142 |
|
|
2025
Q3 | $7.84M | Buy |
69,681
+1,771
| +3% | +$195K | 0.17% | 115 |
|
|
2025
Q2 | $7.4M | Sell |
67,910
-1,884
| -3% | -$202K | 0.18% | 109 |
|
|
2025
Q1 | $7.54M | Sell |
69,794
-5,531
| -7% | -$596K | 0.22% | 91 |
|
|
2024
Q4 | $8.04M | Buy |
75,325
+5,308
| +8% | +$581K | 0.23% | 81 |
|
|
2024
Q3 | $7.67M | Sell |
70,017
-5,312
| -7% | -$588K | 0.22% | 80 |
|
|
2024
Q2 | $8.2M | Buy |
75,329
+26,619
| +55% | +$2.84M | 0.25% | 76 |
|
|
2024
Q1 | $5.31M | Buy |
48,710
+522
| +1% | +$56.7K | 0.17% | 118 |
|
|
2023
Q4 | $5.33M | Sell |
48,188
-998
| -2% | -$104K | 0.19% | 118 |
|
|
2023
Q3 | $5.02M | Sell |
49,186
-26,722
| -35% | -$2.82M | 0.2% | 106 |
|
|
2023
Q2 | $8.21M | Sell |
75,908
-2,363
| -3% | -$256K | 0.31% | 61 |
|
|
2023
Q1 | $8.58M | Sell |
78,271
-10,837
| -12% | -$1.17M | 0.35% | 49 |
|
|
2022
Q4 | $9.39M | Buy |
89,108
+62,891
| +240% | +$6.58M | 0.42% | 36 |
|
|
2022
Q3 | $2.69M | Buy |
26,217
+12,515
| +91% | +$1.38M | 0.14% | 150 |
|
|
2022
Q2 | $1.51M | Sell |
13,702
-10,812
| -44% | -$1.22M | 0.1% | 240 |
|
|
2022
Q1 | $2.96M | Sell |
24,514
-4,024
| -14% | -$502K | 0.17% | 144 |
|
|
2021
Q4 | $3.78M | Sell |
28,538
-44,250
| -61% | -$5.88M | 0.2% | 107 |
|
|
2021
Q3 | $9.68M | Buy |
72,788
+22,852
| +46% | +$3.09M | 0.57% | 26 |
|
|
2021
Q2 | $6.71M | Sell |
49,936
-238
| -0.5% | -$31.4K | 0.4% | 51 |
|
|
2021
Q1 | $6.53M | Sell |
50,174
-13,027
| -21% | -$1.73M | 0.45% | 47 |
|
|
2020
Q4 | $8.73M | Buy |
63,201
+36,173
| +134% | +$4.93M | 0.65% | 24 |
|
|
2020
Q3 | $3.64M | Sell |
27,028
-35,525
| -57% | -$4.84M | 0.32% | 70 |
|
|
2020
Q2 | $8.41M | Buy |
62,553
+39,004
| +166% | +$5.07M | 0.83% | 17 |
|
|
2020
Q1 | $2.91M | Buy |
23,549
+5,265
| +29% | +$671K | 0.39% | 54 |
|
|
2019
Q4 | $2.34M | Buy |
18,284
+375
| +2% | +$47.8K | 0.25% | 99 |
|
|
2019
Q3 | $2.28M | Buy |
17,909
+90
| +0.5% | +$11.3K | 0.3% | 81 |
|
|
2019
Q2 | $2.22M | Buy |
17,819
+6,009
| +51% | +$722K | 0.29% | 74 |
|
|
2019
Q1 | $1.41M | Buy |
11,810
+479
| +4% | +$55.5K | 0.21% | 115 |
|
|
2018
Q4 | $1.28M | Sell |
11,331
-1,619
| -13% | -$182K | 0.25% | 97 |
|
|
2018
Q3 | $1.49M | Sell |
12,950
-1,356
| -9% | -$156K | 0.23% | 108 |
|
|
2018
Q2 | $1.64M | Sell |
14,306
-551
| -4% | -$63.4K | 0.37% | 68 |
|
|
2018
Q1 | $1.74M | Sell |
14,857
-233
| -2% | -$27.5K | 0.44% | 44 |
|
|
2017
Q4 | $1.83M | Buy |
+15,090
| New | +$1.83M | 0.69% | 31 |
|
Other funds holding LQD
MYLI
N
B
Mutual Advisors's LQD Position: Q1 2026 in Review
Mutual Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.7% in Q1 2026, selling an estimated $113K and leaving 60,747 shares worth $6.62M. The position accounts for 0.14% of the portfolio, ranked #141.
Mutual Advisors first reported a position in LQD in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.68M in Q3 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- Mutual Advisors held 60,747 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.62M as of Q1 2026.
- Mutual Advisors sold 1,026 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $113K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Mutual Advisors's portfolio in Q1 2026, its #141 holding.
- Mutual Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.68M in Q3 2021.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.