OIA
LQD icon

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

OneDigital Investment 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 		$3.27M Buy
30,023
+35
+0.1% +$3.81K 0.03% 395
2026
Q1 		$3.27M Sell
29,988
-172
-0.6% -$19K 0.03% 355
2025
Q4 		$3.32M Buy
30,160
+948
+3% +$105K 0.03% 346
2025
Q3 		$3.26M Sell
29,212
-559
-2% -$61.5K 0.03% 322
2025
Q2 		$3.26M Sell
29,771
-390
-1% -$41.8K 0.04% 310
2025
Q1 		$3.28M Sell
30,161
-12,317
-29% -$1.33M 0.04% 298
2024
Q4 		$4.54M Buy
42,478
+4,795
+13% +$525K 0.05% 259
2024
Q3 		$4.26M Sell
37,683
-14,667
-28% -$1.62M 0.05% 272
2024
Q2 		$5.61M Sell
52,350
-67,971
-56% -$7.25M 0.07% 216
2024
Q1 		$13.1M Sell
120,321
-95,609
-44% -$10.4M 0.21% 103
2023
Q4 		$23.9M Buy
215,930
+24,538
+13% +$2.56M 0.42% 54
2023
Q3 		$19.5M Buy
191,392
+186,228
+3,606% +$19.6M 0.42% 54
2023
Q2 		$558K Sell
5,164
-1,400
-21% -$151K 0.01% 599
2023
Q1 		$719K Sell
6,564
-1,000
-13% -$108K 0.02% 496
2022
Q4 		$797K Sell
7,564
-15,227
-67% -$1.59M 0.02% 408
2022
Q3 		$2.33M Buy
22,791
+13,907
+157% +$1.53M 0.09% 170
2022
Q2 		$977K Buy
8,884
+167
+2% +$18.9K 0.04% 264
2022
Q1 		$1.05M Sell
8,717
-1,444
-14% -$180K 0.04% 262
2021
Q4 		$1.35M Sell
10,161
-423
-4% -$56.2K 0.05% 231
2021
Q3 		$1.41M Buy
10,584
+7,068
+201% +$955K 0.06% 207
2021
Q2 		$472K Buy
3,516
+297
+9% +$39.1K 0.02% 421
2021
Q1 		$419K Buy
3,219
+76
+2% +$10.1K 0.02% 415
2020
Q4 		$434K Buy
3,143
+202
+7% +$27.5K 0.02% 386
2020
Q3 		$396K Sell
2,941
-13
-0.4% -$1.77K 0.03% 355
2020
Q2 		$397K Buy
2,954
+235
+9% +$30.6K 0.03% 362
2020
Q1 		$336K Sell
2,719
-1,823
-40% -$232K 0.03% 345
2019
Q4 		$581K Sell
4,542
-48
-1% -$6.11K 0.05% 279
2019
Q3 		$585K Buy
4,590
+2,975
+184% +$375K 0.05% 247
2019
Q2 		$201K Buy
1,615
+1,481
+1,105% +$178K 0.02% 398
2019
Q1 		$16K Sell
134
-86
-39% -$9.96K ﹤0.01% 791
2018
Q4 		$25K Sell
220
-1,722
-89% -$194K ﹤0.01% 633
2018
Q3 		$223K Buy
1,942
+500
+35% +$57.6K 0.05% 163
2018
Q2 		$165K Sell
1,442
-100
-6% -$11.5K 0.03% 248
2018
Q1 		$181K Buy
1,542
+91
+6% +$10.8K 0.04% 238
2017
Q4 		$176K Buy
1,451
+1,311
+936% +$159K 0.02% 243
2017
Q3 		$17K Sell
140
-1,337
-91% -$162K 0.01% 698
2017
Q2 		$178K Buy
+1,477
New +$177K 0.05% 215

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

OneDigital Investment Advisors's LQD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.12% in Q2 2026, buying an estimated $3.81K and bringing the position to 30,023 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #395.

OneDigital Investment Advisors first reported a position in LQD in Q2 2017 and has held it in 37 quarters since. The position peaked at $23.9M in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • OneDigital Investment Advisors held 30,023 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.27M as of Q2 2026.
  • OneDigital Investment Advisors bought 35 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.81K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #395 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $23.9M 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.