Net Worth Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Net Worth Advisory Group’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	$836K	Sell	7,668 -97,910	-93%	-$10.7M	0.21%	109
2026 Q1	$11.5M	Buy	105,578 +1,451	+1%	+$160K	2.39%	6
2025 Q4	$11.5M	Buy	104,127 +16,537	+19%	+$1.84M	2.32%	6
2025 Q3	$9.76M	Sell	87,590 -16,261	-16%	-$1.79M	2.82%	5
2025 Q2	$11.4M	Buy	103,851 +12,229	+13%	+$1.31M	2.52%	5
2025 Q1	$9.96M	Buy	91,622 +453	+0.5%	+$48.8K	3.13%	5
2024 Q4	$9.74M	Sell	91,169 -949	-1%	-$104K	2.96%	5
2024 Q3	$10.4M	Buy	+92,118	New	+$10.2M	3.09%	5

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

Net Worth Advisory Group's LQD Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 93% in Q2 2026, selling an estimated $10.7M and leaving 7,668 shares worth $836K. The position accounts for 0.21% of the portfolio, ranked #109.

Net Worth Advisory Group first reported a position in LQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q1 2026. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Net Worth Advisory Group held 7,668 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $836K as of Q2 2026.
Net Worth Advisory Group sold 97,910 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.7M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Net Worth Advisory Group's portfolio in Q2 2026, its #109 holding.
Net Worth Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.5M in Q1 2026.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.