SageView Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SageView Advisory Group’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	-1,353	Closed	-$149K	–	1645
2025 Q4	$149K	Buy	+1,353	New	+$150K	0.01%	690
2025 Q2	–	Sell	-1,906	Closed	-$207K	–	631
2025 Q1	$207K	Sell	1,906 -254	-12%	-$27.4K	0.01%	574
2024 Q4	$231K	Sell	2,160 -296	-12%	-$32.4K	0.01%	531
2024 Q3	$278K	Buy	+2,456	New	+$272K	0.01%	419
2024 Q2	–	Hold	0	–	–	–	510
2023 Q4	–	Sell	-7,415	Closed	-$772K	–	371
2023 Q3	$756K	Sell	7,415 -3,105	-30%	-$327K	0.04%	252
2023 Q2	$1.14M	Sell	10,520 -17,058	-62%	-$1.84M	0.06%	200
2023 Q1	$3.02M	Sell	27,578 -380	-1%	-$41.1K	0.19%	81
2022 Q4	$2.95M	Buy	+27,958	New	+$2.93M	0.24%	73

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

SageView Advisory Group's LQD Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 1,353 shares — an estimated $149K sold.

SageView Advisory Group first reported a position in LQD in Q4 2022 and held it in 8 quarters. The position peaked at $3.02M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

SageView Advisory Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,353 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $149K.
SageView Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 8 quarters.
SageView Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.02M in Q1 2023.
1,103 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.