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 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northstar Advisory Group's LQD Position: Q2 2026 in Review

Northstar Advisory Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 7,098 shares worth $774K. The position accounts for 0.24% of the portfolio, ranked #66.

Northstar Advisory Group first reported a position in LQD in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.52M in Q4 2022. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Northstar Advisory Group held 7,098 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $774K as of Q2 2026.
Northstar Advisory Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.24% of Northstar Advisory Group's portfolio in Q2 2026, its #66 holding.
Northstar Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Northstar Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.52M in Q4 2022.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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