RPg Family Wealth Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

RPg Family Wealth Advisory’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	$317K	Sell	2,905 -112	-4%	-$12.2K	0.05%	116
2026 Q1	$329K	Sell	3,017 -12	-0.4%	-$1.32K	0.07%	121
2025 Q4	$334K	Buy	3,029 +31	+1%	+$3.45K	0.07%	107
2025 Q3	$334K	Buy	+2,998	New	+$330K	0.07%	107
2025 Q2	–	Sell	-3,079	Closed	-$335K	–	107
2025 Q1	$335K	Buy	+3,079	New	+$332K	0.1%	91
2024 Q3	–	Sell	-2,694	Closed	-$289K	–	97
2024 Q2	$289K	Buy	2,694 +228	+9%	+$24.3K	0.09%	102
2024 Q1	$269K	Buy	+2,466	New	+$268K	0.09%	108
2022 Q2	–	Sell	-116	Closed	-$14K	–	227
2022 Q1	$14K	Hold	116	–	–	0.01%	240
2021 Q4	$15.4K	Sell	116 -4,001	-97%	-$532K	0.01%	246
2021 Q3	$548K	Hold	4,117	–	–	0.23%	70
2021 Q2	$553K	Buy	+4,117	New	+$543K	0.22%	72
2020 Q4	$567K	Sell	4,106 -35	-0.8%	-$4.77K	0.27%	64
2020 Q3	$558K	Buy	4,141 +5	+0.1%	+$682	0.29%	63
2020 Q2	$556K	Sell	4,136 -119	-3%	-$15.5K	0.34%	62
2020 Q1	$526K	Buy	4,255 +35	+0.8%	+$4.46K	0.41%	50
2019 Q4	$540K	Sell	4,220 -479	-10%	-$61K	0.31%	62
2019 Q3	$599K	Sell	4,699 -44	-0.9%	-$5.54K	0.36%	54
2019 Q2	$590K	Sell	4,743 -155	-3%	-$18.6K	0.35%	55
2019 Q1	$583K	Buy	4,898 +4,481	+1,075%	+$519K	0.34%	60
2018 Q4	$47K	Buy	417 +38	+10%	+$4.27K	0.05%	113
2018 Q3	$43.6K	Buy	379 +85	+29%	+$9.8K	0.03%	120
2018 Q2	$33.7K	Buy	294 +18	+7%	+$2.07K	0.03%	131
2018 Q1	$32.4K	Sell	276 -70	-20%	-$8.27K	0.03%	159
2017 Q4	$42.1K	Sell	346 -1,571	-82%	-$190K	0.04%	142
2017 Q3	$232K	Buy	1,917 +1,777	+1,269%	+$215K	0.19%	44
2017 Q2	$16.9K	Sell	140 -249	-64%	-$29.8K	0.01%	256
2017 Q1	$45.9K	Buy	+389	New	+$45.7K	0.04%	134

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

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

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

RPg Family Wealth Advisory's LQD Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.7% in Q2 2026, selling an estimated $12.2K and leaving 2,905 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #116.

RPg Family Wealth Advisory first reported a position in LQD in Q1 2017 and has held it in 27 quarters since. The position peaked at $599K in Q3 2019. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

RPg Family Wealth Advisory held 2,905 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $317K as of Q2 2026.
RPg Family Wealth Advisory sold 112 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #116 holding.
RPg Family Wealth Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 27 quarters since.
RPg Family Wealth Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $599K in Q3 2019.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.