Private Advisor Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Private Advisor 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
2023 Q4	–	Sell	-225,800	Closed	-$230K	–	2395
2023 Q3	$230K	Buy	+225,800	New	+$23.8M	﹤0.01%	1793

Other funds holding LQD

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Private Advisor Group's LQD Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 36% in Q2 2026, selling an estimated $3.28M and leaving 52,658 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #567.

Private Advisor Group first reported a position in LQD in Q4 2013 and has held it in 51 quarters since. The position peaked at $19.4M in Q1 2021. 418 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Private Advisor Group held 52,658 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.74M as of Q2 2026.
Private Advisor Group sold 30,082 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.28M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #567 holding.
Private Advisor Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 51 quarters since.
Private Advisor Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $19.4M in Q1 2021.
418 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.