Sax Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sax Wealth Advisors’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	$7.05M	Buy	64,652 +12,837	+25%	+$1.4M	0.29%	68
2026 Q1	$5.71M	Hold	51,815	–	–	0.28%	65
2025 Q4	$5.71M	Buy	51,815 +5,413	+12%	+$602K	0.27%	67
2025 Q3	$5.17M	Sell	46,402 -8,055	-15%	-$885K	0.28%	59
2025 Q2	$5.97M	Buy	54,457 +4,328	+9%	+$464K	0.36%	47
2025 Q1	$5.45M	Buy	50,129 +3,490	+7%	+$376K	0.39%	44
2024 Q4	$4.98M	Buy	46,639 +2,426	+5%	+$265K	0.39%	41
2024 Q3	$5M	Buy	+44,213	New	+$4.89M	0.45%	33
2023 Q4	–	Sell	-3,236	Closed	-$330K	–	193
2023 Q3	$330K	Sell	3,236 -2,024	-38%	-$213K	0.07%	136
2023 Q2	$569K	Buy	5,260 +23	+0.4%	+$2.49K	0.11%	102
2023 Q1	$574K	Sell	5,237 -2,573	-33%	-$279K	0.12%	98
2022 Q4	$823K	Sell	7,810 -2,082	-21%	-$218K	0.19%	70
2022 Q3	$1.01M	Sell	9,892 -3,091	-24%	-$341K	0.26%	57
2022 Q2	$1.43M	Sell	12,983 -10,304	-44%	-$1.16M	0.36%	50
2022 Q1	$2.82M	Sell	23,287 -7,389	-24%	-$922K	0.68%	32
2021 Q4	$4.07M	Sell	30,676 -1,755	-5%	-$233K	0.85%	27
2021 Q3	$4.31M	Buy	32,431 +1,414	+5%	+$191K	1.02%	24
2021 Q2	$4.17M	Buy	31,017 +9,699	+45%	+$1.28M	1.43%	20
2021 Q1	$2.77M	Buy	21,318 +5,255	+33%	+$699K	1.01%	28
2020 Q4	$2.22M	Buy	+16,063	New	+$2.19M	1.02%	31

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

Sax Wealth Advisors's LQD Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 25% in Q2 2026, buying an estimated $1.4M and bringing the position to 64,652 shares worth $7.05M. The position accounts for 0.29% of the portfolio, ranked #68.

Sax Wealth Advisors first reported a position in LQD in Q4 2020 and has held it in 20 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Sax Wealth Advisors held 64,652 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.05M as of Q2 2026.
Sax Wealth Advisors bought 12,837 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.4M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.29% of Sax Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Sax Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.