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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
Q2 		$2.5M Buy
22,924
+4,677
+26% +$510K 0.05% 285
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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Savvy Advisors Inc's LQD Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q2 2026, buying an estimated $510K and bringing the position to 22,924 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #285.

Savvy Advisors Inc first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Savvy Advisors Inc held 22,924 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.5M as of Q2 2026.
  • Savvy Advisors Inc bought 4,677 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $510K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #285 holding.
  • Savvy Advisors Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.