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

Procyon 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 		$2.32M Sell
21,232
-1,146
-5% -$125K 0.1% 175
2026
Q1 		$2.44M Sell
22,378
-142
-0.6% -$15.7K 0.12% 167
2025
Q4 		$2.48M Sell
22,520
-1,302
-5% -$145K 0.12% 149
2025
Q3 		$2.66M Buy
+23,822
New +$2.62M 0.16% 113
2025
Q2 		– Sell
-1,875
Closed -$204K – 554
2025
Q1 		$204K Sell
1,875
-8
-0.4% -$862 0.01% 568
2024
Q4 		$201K Buy
1,883
+17
+0.9% +$1.86K 0.01% 530
2024
Q3 		$211K Buy
+1,866
New +$206K 0.01% 524
2024
Q2 		– Sell
-1,842
Closed -$201K – 540
2024
Q1 		$201K Sell
1,842
-26
-1% -$2.83K 0.02% 494
2023
Q4 		$207K Sell
1,868
-273
-13% -$28.4K 0.02% 481
2023
Q3 		$218K Buy
2,141
+35
+2% +$3.69K 0.02% 441
2023
Q2 		$228K Buy
2,106
+15
+0.7% +$1.62K 0.03% 410
2023
Q1 		$229K Sell
2,091
-2
-0.1% -$217 0.04% 347
2022
Q4 		$221K Sell
2,093
-715
-25% -$74.8K 0.04% 339
2022
Q3 		$288K Sell
2,808
-439
-14% -$48.4K 0.07% 249
2022
Q2 		$357K Sell
3,247
-1,245
-28% -$141K 0.08% 228
2022
Q1 		$543K Sell
4,492
-478
-10% -$59.6K 0.11% 172
2021
Q4 		$659K Buy
4,970
+429
+9% +$57K 0.14% 144
2021
Q3 		$604K Buy
4,541
+46
+1% +$6.22K 0.15% 130
2021
Q2 		$604K Buy
4,495
+1
+0% +$132 0.16% 115
2021
Q1 		$584K Buy
4,494
+100
+2% +$13.3K 0.26% 91
2020
Q4 		$607K Sell
4,394
-1,075
-20% -$146K 0.3% 85
2020
Q3 		$737K Buy
5,469
+1,800
+49% +$245K 0.41% 70
2020
Q2 		$493K Buy
3,669
+1,407
+62% +$183K 0.26% 84
2020
Q1 		$279K Buy
+2,262
New +$288K 0.19% 110

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

Procyon Advisors's LQD Position: Q2 2026 in Review

Procyon Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.1% in Q2 2026, selling an estimated $125K and leaving 21,232 shares worth $2.32M. The position accounts for 0.1% of the portfolio, ranked #175.

Procyon Advisors first reported a position in LQD in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.66M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Procyon Advisors held 21,232 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.32M as of Q2 2026.
  • Procyon Advisors sold 1,146 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Procyon Advisors's portfolio in Q2 2026, its #175 holding.
  • Procyon Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Procyon Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.66M in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.