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

Savvy Advisors Inc’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	$1.99M	Buy	18,247 +1,404	+8%	+$155K	0.05%	270
2025 Q4	$1.86M	Buy	16,843 +2,496	+17%	+$278K	0.06%	239
2025 Q3	$1.6M	Buy	14,347 +4,207	+41%	+$462K	0.07%	198
2025 Q2	$1.11M	Buy	10,140 +5,070	+100%	+$544K	0.07%	202
2025 Q1	$551K	Sell	5,070 -2,185	-30%	-$235K	0.06%	274
2024 Q4	$775K	Buy	7,255 +518	+8%	+$56.7K	0.09%	181
2024 Q3	$761K	Buy	6,737 +1,728	+34%	+$191K	0.15%	133
2024 Q2	$537K	Buy	5,009 +1,946	+64%	+$208K	0.17%	133
2024 Q1	$334K	Sell	3,063 -392	-11%	-$42.6K	0.19%	150
2023 Q4	$382K	Buy	+3,455	New	+$360K	0.37%	82

Other funds holding LQD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return