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

Northstar 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	$11.3M	Buy	110,334 +103,236	+1,454%	+$10.9M	3.43%	7
2026 Q2	$774K	Hold	7,098	–	–	0.24%	66
2026 Q1	$774K	Sell	7,098 -5,395	-43%	-$595K	0.29%	64
2025 Q4	$1.38M	Buy	+12,493	New	+$1.39M	0.49%	55
2024 Q1	–	Sell	-9,861	Closed	-$1.09M	–	103
2023 Q4	$1.09M	Buy	+9,861	New	+$1.03M	0.65%	38
2023 Q1	–	Sell	-42,917	Closed	-$4.52M	–	97
2022 Q4	$4.52M	Buy	42,917 +21,707	+102%	+$2.27M	3.58%	5
2022 Q3	$2.17M	Buy	+21,210	New	+$2.34M	1.95%	12
2022 Q2	–	Sell	-3,119	Closed	-$377K	–	94
2022 Q1	$377K	Sell	3,119 -10	-0.3%	-$1.25K	0.24%	78
2021 Q4	$415K	Buy	+3,129	New	+$416K	0.25%	70
2021 Q3	–	Sell	-3,093	Closed	-$416K	–	85
2021 Q2	$416K	Hold	3,093	–	–	0.26%	68
2021 Q1	$402K	Hold	3,093	–	–	0.31%	56
2020 Q4	$427K	Buy	+3,093	New	+$421K	0.36%	54

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northstar Advisory Group's LQD Position: Q3 2026 in Review

Northstar Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1,454% in Q3 2026, buying an estimated $10.9M and bringing the position to 110,334 shares worth $11.3M. The position accounts for 3.43% of the portfolio, ranked #7.

Northstar Advisory Group first reported a position in LQD in Q4 2020 and has held it in 12 quarters since. 804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Northstar Advisory Group held 110,334 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.3M as of Q3 2026.
Northstar Advisory Group bought 103,236 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $10.9M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.43% of Northstar Advisory Group's portfolio in Q3 2026, its #7 holding.
Northstar Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.