Innovative Advisory Group, LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-25	Closed	-$2.75K	–	139
2025 Q4	$2.75K	Hold	25	–	–	﹤0.01%	185
2025 Q3	$2.79K	Hold	25	–	–	﹤0.01%	186
2025 Q2	$2.74K	Buy	25 +1	+4%	+$107	﹤0.01%	179
2025 Q1	$2.61K	Buy	24 +4	+20%	+$431	﹤0.01%	155
2024 Q4	$2.14K	Buy	+20	New	+$2.19K	﹤0.01%	160

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Innovative Advisory Group, LLC's LQD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 25 shares — an estimated $2.75K sold.

Innovative Advisory Group, LLC first reported a position in LQD in Q4 2024 and held it in 5 quarters. The position peaked at $2.79K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 25 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.75K.
Innovative Advisory Group, LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.79K in Q3 2025.
1,108 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.