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

Powell 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
Q1 		$135K Sell
1,235
-82
-6% -$9.04K 0.05% 145
2025
Q4 		$145K Buy
1,317
+242
+23% +$26.9K 0.05% 143
2025
Q3 		$120K Buy
1,075
+12
+1% +$1.32K 0.04% 147
2025
Q2 		$117K Sell
1,063
-881
-45% -$94.5K 0.04% 139
2025
Q1 		$211K Sell
1,944
-86
-4% -$9.27K 0.1% 108
2024
Q4 		$217K Buy
2,030
+29
+1% +$3.17K 0.1% 119
2024
Q3 		$226K Buy
2,001
+21
+1% +$2.32K 0.11% 114
2024
Q2 		$212K Sell
1,980
-72
-4% -$7.68K 0.11% 110
2024
Q1 		$224K Buy
2,052
+14
+0.7% +$1.52K 0.12% 108
2023
Q4 		$226K Sell
2,038
-565
-22% -$58.8K 0.12% 106
2023
Q3 		$266K Buy
2,603
+26
+1% +$2.74K 0.16% 83
2023
Q2 		$279K Buy
2,577
+465
+22% +$50.3K 0.16% 84
2023
Q1 		$232K Hold
2,112
– – 0.13% 90
2022
Q4 		$223K Buy
2,112
+1
+0% +$105 0.13% 97
2022
Q3 		$216K Buy
2,111
+1
+0% +$110 0.14% 98
2022
Q2 		$232K Buy
2,110
+1
+0% +$113 0.14% 99
2022
Q1 		$255K Hold
2,109
– – 0.15% 85
2021
Q4 		$279K Buy
2,109
+1
+0% +$133 0.16% 81
2021
Q3 		$280K Buy
2,108
+1,925
+1,052% +$260K 0.17% 78
2021
Q2 		$25K Buy
183
+1
+0.5% +$132 0.02% 119
2021
Q1 		$24K Hold
182
– – 0.02% 122
2020
Q4 		$25K Buy
182
+1
+0.6% +$136 0.02% 105
2020
Q3 		$24K Hold
181
– – 0.02% 113
2020
Q2 		$24K Buy
181
+1
+0.6% +$130 0.02% 109
2020
Q1 		$22K Buy
180
+15
+9% +$1.91K 0.03% 110
2019
Q4 		$21K Buy
+165
New +$21K 0.02% 115

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Powell Investment Advisors's LQD Position: Q1 2026 in Review

Powell Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.2% in Q1 2026, selling an estimated $9.04K and leaving 1,235 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #145.

Powell Investment Advisors first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $280K in Q3 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Powell Investment Advisors held 1,235 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $135K as of Q1 2026.
  • Powell Investment Advisors sold 82 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $9.04K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Powell Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • Powell Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $280K in Q3 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.