Sage Investment Advisers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sage Investment Advisers’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	$3.39M	Sell	31,048 -5,291	-15%	-$577K	2.28%	13
2026 Q1	$3.95M	Buy	36,339 +2,348	+7%	+$259K	2.92%	7
2025 Q4	$3.75M	Buy	+33,991	New	+$3.78M	2.81%	7
2024 Q2	–	Sell	-8,268	Closed	-$901K	–	73
2024 Q1	$901K	Sell	8,268 -40	-0.5%	-$4.35K	1.03%	32
2023 Q4	$919K	Buy	+8,308	New	+$865K	1.12%	30
2023 Q1	–	Sell	-14,442	Closed	-$1.52M	–	67
2022 Q4	$1.52M	Buy	+14,442	New	+$1.51M	2.17%	16

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Investment Advisers's LQD Position: Q2 2026 in Review

Sage Investment Advisers reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q2 2026, selling an estimated $577K and leaving 31,048 shares worth $3.39M. The position accounts for 2.28% of the portfolio, ranked #13.

Sage Investment Advisers first reported a position in LQD in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.95M in Q1 2026. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Sage Investment Advisers held 31,048 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.39M as of Q2 2026.
Sage Investment Advisers sold 5,291 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $577K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.28% of Sage Investment Advisers's portfolio in Q2 2026, its #13 holding.
Sage Investment Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
Sage Investment Advisers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.95M in Q1 2026.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.