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 Q3	$819K	Buy	8,030 +362	+5%	+$38.4K	0.21%	124
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	$9.8M	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	$10M	Buy	91,622 +453	+0.5%	+$48.8K	3.13%	5
2024 Q4	$9.7M	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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Net Worth Advisory Group's LQD Position: Q3 2026 in Review

Net Worth Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.7% in Q3 2026, buying an estimated $38.4K and bringing the position to 8,030 shares worth $819K. The position accounts for 0.21% of the portfolio, ranked #124.

Net Worth Advisory Group first reported a position in LQD in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.5M in Q1 2026. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Net Worth Advisory Group held 8,030 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $819K as of Q3 2026.
Net Worth Advisory Group bought 362 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $38.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Net Worth Advisory Group's portfolio in Q3 2026, its #124 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 9 quarters since.
Net Worth Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.5M in Q1 2026.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.