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

Professional Financial 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	–	Sell	-10,148	Closed	-$1.12M	–	143
2025 Q4	$1.12M	Buy	+10,148	New	+$1.13M	0.23%	65
2022 Q4	–	Sell	-108	Closed	-$11K	–	292
2022 Q3	$11K	Hold	108	–	–	0.01%	279
2022 Q2	$12K	Hold	108	–	–	0.01%	278
2022 Q1	$13K	Sell	108 -594	-85%	-$74.1K	0.01%	281
2021 Q4	$93K	Buy	+702	New	+$93.3K	0.04%	136
2020 Q1	–	Sell	-6,101	Closed	-$781K	–	61
2019 Q4	$781K	Buy	+6,101	New	+$777K	0.74%	37

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Professional Financial Advisors's LQD Position: Q1 2026 in Review

Professional Financial Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 10,148 shares — an estimated $1.12M sold.

Professional Financial Advisors first reported a position in LQD in Q4 2019 and held it in 6 quarters. The position peaked at $1.12M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Professional Financial Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Professional Financial Advisors sold 10,148 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.12M.
Professional Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Professional Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.12M in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.