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

Physician 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	$8.89K	Buy	82 +1	+1%	+$109	﹤0.01%	902
2026 Q1	$8.78K	Buy	+81	New	+$8.93K	﹤0.01%	835
2020 Q4	–	Sell	-43,773	Closed	-$5.86M	–	145
2020 Q3	$5.86M	Buy	43,773 +3,135	+8%	+$427K	2.35%	10
2020 Q2	$5.63M	Buy	40,638 +2,181	+6%	+$284K	2.27%	10
2020 Q1	$4.98M	Buy	38,457 +36,563	+1,930%	+$4.66M	2.49%	8
2019 Q4	$243K	Buy	+1,894	New	+$241K	0.11%	98

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

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

Physician Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, buying an estimated $109 and bringing the position to 82 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Physician Wealth Advisors first reported a position in LQD in Q4 2019 and has held it in 6 quarters since. The position peaked at $5.86M in Q3 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Physician Wealth Advisors held 82 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.89K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #902 holding.
Physician Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.86M in Q3 2020.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.