One Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

One Wealth Advisors’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	$2.45M	Buy	22,497 +1,448	+7%	+$158K	0.27%	66
2026 Q1	$2.29M	Sell	21,049 -2,201	-9%	-$243K	0.29%	61
2025 Q4	$2.56M	Sell	23,250 -3,243	-12%	-$361K	0.31%	59
2025 Q3	$2.95M	Buy	26,493 +288	+1%	+$31.7K	0.37%	53
2025 Q2	$2.87M	Buy	26,205 +382	+1%	+$41K	0.4%	46
2025 Q1	$2.81M	Buy	25,823 +1,081	+4%	+$116K	0.42%	47
2024 Q4	$2.64M	Sell	24,742 -1,132	-4%	-$124K	0.39%	48
2024 Q3	$2.92M	Buy	+25,874	New	+$2.86M	0.45%	42
2024 Q2	–	Sell	-26,553	Closed	-$2.89M	–	254
2024 Q1	$2.89M	Sell	26,553 -793	-3%	-$86.2K	0.5%	41
2023 Q4	$3.03M	Buy	27,346 +19,258	+238%	+$2.01M	0.58%	38
2023 Q3	$825K	Sell	8,088 -13,515	-63%	-$1.43M	0.18%	73
2023 Q2	$2.34M	Sell	21,603 -4,064	-16%	-$439K	0.49%	38
2023 Q1	$2.81M	Buy	25,667 +2,380	+10%	+$258K	0.65%	35
2022 Q4	$2.46M	Buy	23,287 +1,896	+9%	+$198K	0.56%	38
2022 Q3	$2.19M	Buy	21,391 +19,533	+1,051%	+$2.15M	0.72%	26
2022 Q2	$204K	Sell	1,858 -8,670	-82%	-$979K	0.05%	181
2022 Q1	$1.27M	Buy	+10,528	New	+$1.31M	0.31%	50
2020 Q2	–	Sell	-4,941	Closed	-$610K	–	92
2020 Q1	$610K	Buy	+4,941	New	+$630K	0.6%	18

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

One Wealth Advisors's LQD Position: Q2 2026 in Review

One Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.9% in Q2 2026, buying an estimated $158K and bringing the position to 22,497 shares worth $2.45M. The position accounts for 0.27% of the portfolio, ranked #66.

One Wealth Advisors first reported a position in LQD in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.03M in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

One Wealth Advisors held 22,497 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.45M as of Q2 2026.
One Wealth Advisors bought 1,448 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $158K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.27% of One Wealth Advisors's portfolio in Q2 2026, its #66 holding.
One Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 18 quarters since.
One Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.03M in Q4 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.