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

Realta 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 Q3	$81	Sell	1 -58	-98%	-$6.15K	﹤0.01%	351
2026 Q2	$6.41K	Hold	59	–	–	﹤0.01%	334
2026 Q1	$6.41K	Hold	59	–	–	﹤0.01%	314
2025 Q4	$6.48K	Sell	59 -18	-23%	-$2K	﹤0.01%	304
2025 Q3	$8.56K	Sell	77 -100	-56%	-$11K	﹤0.01%	283
2025 Q2	$19.4K	Buy	177 +100	+130%	+$10.7K	0.01%	254
2025 Q1	$8.35K	Sell	77 -27	-26%	-$2.91K	﹤0.01%	278
2024 Q4	$11.1K	Sell	104 -11	-10%	-$1.2K	﹤0.01%	295
2024 Q3	$12.7K	Sell	115 -189	-62%	-$20.9K	0.01%	293
2024 Q2	$32.6K	Hold	304	–	–	0.01%	574
2024 Q1	$33.1K	Buy	+304	New	+$33K	0.01%	594
2023 Q4	–	Sell	-839	Closed	-$90.8K	–	652
2023 Q3	$90.8K	Buy	839 +59	+8%	+$6.22K	0.02%	469
2023 Q2	$84.3K	Buy	+780	New	+$84.4K	0.02%	506
2023 Q1	–	Sell	-1,340	Closed	-$141K	–	668
2022 Q4	$141K	Sell	1,340 -120	-8%	-$12.6K	0.03%	438
2022 Q3	$150K	Buy	+1,460	New	+$161K	0.04%	399
2022 Q2	–	Sell	-2,285	Closed	-$276K	–	420
2022 Q1	$276K	Buy	2,285 +83	+4%	+$10.4K	0.06%	318
2021 Q4	$292K	Sell	2,202 -30	-1%	-$3.99K	0.06%	320
2021 Q3	$297K	Sell	2,232 -46	-2%	-$6.22K	0.07%	299
2021 Q2	$306K	Sell	2,278 -35	-2%	-$4.61K	0.07%	286
2021 Q1	$301K	Buy	2,313 +254	+12%	+$33.8K	0.08%	275
2020 Q4	$284K	Buy	2,059 +258	+14%	+$35.1K	0.08%	258
2020 Q3	$243K	Sell	1,801 -91	-5%	-$12.4K	0.08%	264
2020 Q2	$254K	Buy	+1,892	New	+$246K	0.08%	273
2020 Q1	–	Sell	-3,760	Closed	-$482K	–	925
2019 Q4	$482K	Buy	3,760 +373	+11%	+$47.5K	0.13%	190
2019 Q3	$430K	Sell	3,387 -248	-7%	-$31.2K	0.12%	199
2019 Q2	$449K	Buy	3,635 +1,336	+58%	+$160K	0.12%	187
2019 Q1	$274K	Buy	+2,299	New	+$266K	0.12%	219

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

GTWM

Global Trust Wealth Management West Palm Beach, Florida $139M AUM 12.13% 1-Year Est. Return

Realta Investment Advisors's LQD Position: Q3 2026 in Review

Realta Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 98% in Q3 2026, selling an estimated $6.15K and leaving 1 share worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Realta Investment Advisors first reported a position in LQD in Q1 2019 and has held it in 27 quarters since. The position peaked at $482K in Q4 2019. 87 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Realta Investment Advisors held 1 share of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $81 as of Q3 2026.
Realta Investment Advisors sold 58 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.15K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #351 holding.
Realta Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 27 quarters since.
Realta Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $482K in Q4 2019.
87 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.