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Silver Oak Securities’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Silver Oak Securities’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 		– Sell
-518
Closed -$56.4K – 871
2026
Q1 		$56.4K Sell
518
-2,471
-83% -$272K ﹤0.01% 772
2025
Q4 		$331K Sell
2,989
-106
-3% -$11.8K 0.02% 588
2025
Q3 		$345K Buy
3,095
+351
+13% +$38.6K 0.03% 539
2025
Q2 		$301K Sell
2,744
-757
-22% -$81.2K 0.02% 538
2025
Q1 		$380K Sell
3,501
-1,095
-24% -$118K 0.03% 436
2024
Q4 		$492K Buy
4,596
+221
+5% +$24.2K 0.05% 383
2024
Q3 		$496K Sell
4,375
-3,324
-43% -$368K 0.05% 335
2024
Q2 		$825K Sell
7,699
-8,897
-54% -$950K 0.12% 157
2024
Q1 		$1.81M Buy
16,596
+8,243
+99% +$896K 0.28% 84
2023
Q4 		$924K Buy
8,353
+1,495
+22% +$156K 0.12% 174
2023
Q3 		$700K Sell
6,858
-6,407
-48% -$676K 0.15% 127
2023
Q2 		$1.43M Buy
13,265
+2,436
+22% +$263K 0.23% 94
2023
Q1 		$1.19M Buy
10,829
+912
+9% +$98.8K 0.19% 96
2022
Q4 		$1.05M Buy
9,917
+3,059
+45% +$320K 0.2% 89
2022
Q3 		$700K Sell
6,858
-1,418
-17% -$156K 0.15% 127
2022
Q2 		$938K Buy
8,276
+979
+13% +$111K 0.21% 83
2022
Q1 		$851K Buy
+7,297
New +$910K 0.17% 124

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

Silver Oak Securities's LQD Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 518 shares — an estimated $56.4K sold.

Silver Oak Securities first reported a position in LQD in Q1 2022 and held it in 17 quarters. The position peaked at $1.81M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 518 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $56.4K.
  • Silver Oak Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and held it in 17 quarters.
  • Silver Oak Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.81M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.