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

Private Advisory 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
2026 Q1	$13.1M	Buy	120,513 +99,585	+476%	+$11M	0.86%	31
2025 Q4	$2.31M	Buy	20,928 +1,505	+8%	+$167K	0.18%	89
2025 Q3	$2.17M	Buy	19,423 +11,167	+135%	+$1.23M	0.18%	90
2025 Q2	$905K	Buy	+8,256	New	+$886K	0.08%	136
2024 Q4	–	Sell	-22,582	Closed	-$2.55M	–	229
2024 Q3	$2.55M	Buy	+22,582	New	+$2.5M	0.3%	70
2022 Q1	–	Sell	-9,675	Closed	-$1.28M	–	182
2021 Q4	$1.28M	Buy	9,675 +2,725	+39%	+$362K	0.24%	65
2021 Q3	$925K	Buy	6,950 +2,640	+61%	+$357K	0.23%	70
2021 Q2	$579K	Sell	4,310 -9,747	-69%	-$1.28M	0.15%	88
2021 Q1	$1.83M	Sell	14,057 -4,120	-23%	-$548K	0.52%	42
2020 Q4	$2.51M	Buy	18,177 +4,948	+37%	+$674K	0.83%	34
2020 Q3	$1.78M	Buy	13,229 +1,241	+10%	+$169K	0.72%	35
2020 Q2	$1.61M	Buy	+11,988	New	+$1.56M	0.66%	43
2019 Q3	–	Sell	-17,423	Closed	-$2.17M	–	134
2019 Q2	$2.17M	Sell	17,423 -6,804	-28%	-$817K	0.99%	41
2019 Q1	$2.73M	Hold	24,227	–	–	1.53%	23
2018 Q4	$2.73M	Buy	24,227 +2,506	+12%	+$282K	1.53%	23
2018 Q3	$2.45M	Buy	21,721 +4,873	+29%	+$562K	1.25%	25
2018 Q2	$1.93M	Buy	+16,848	New	+$1.94M	0.97%	38

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Private Advisory Group's LQD Position: Q1 2026 in Review

Private Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 476% in Q1 2026, buying an estimated $11M and bringing the position to 120,513 shares worth $13.1M. The position accounts for 0.86% of the portfolio, ranked #31.

Private Advisory Group first reported a position in LQD in Q2 2018 and has held it in 17 quarters since. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Private Advisory Group held 120,513 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.1M as of Q1 2026.
Private Advisory Group bought 99,585 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $11M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.86% of Private Advisory Group's portfolio in Q1 2026, its #31 holding.
Private Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 17 quarters since.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.