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

Sincerus Advisory’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 Q3	$908K	Buy	8,885 +451	+5%	+$47.8K	0.59%	37
2026 Q2	$920K	Sell	8,434 -288	-3%	-$31.4K	0.62%	36
2026 Q1	$951K	Sell	8,722 -234	-3%	-$25.8K	0.72%	36
2025 Q4	$987K	Sell	8,956 -89	-1%	-$9.9K	0.79%	35
2025 Q3	$1.01M	Buy	9,045 +137	+2%	+$15.1K	0.86%	36
2025 Q2	$971K	Sell	8,908 -487	-5%	-$52.3K	0.91%	34
2025 Q1	$1.02M	Sell	9,395 -1,202	-11%	-$130K	1.08%	31
2024 Q4	$1.13M	Buy	+10,597	New	+$1.16M	1.21%	27

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Sincerus Advisory's LQD Position: Q3 2026 in Review

Sincerus Advisory increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.3% in Q3 2026, buying an estimated $47.8K and bringing the position to 8,885 shares worth $908K. The position accounts for 0.59% of the portfolio, ranked #37.

Sincerus Advisory first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Sincerus Advisory held 8,885 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $908K as of Q3 2026.
Sincerus Advisory bought 451 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $47.8K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.59% of Sincerus Advisory's portfolio in Q3 2026, its #37 holding.
Sincerus Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Sincerus Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q4 2024.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.