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 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%	-$9.89K	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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Sincerus Advisory's LQD Position: Q2 2026 in Review

Sincerus Advisory reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.3% in Q2 2026, selling an estimated $31.4K and leaving 8,434 shares worth $920K. The position accounts for 0.62% of the portfolio, ranked #36.

Sincerus Advisory first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2024. 256 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Sincerus Advisory held 8,434 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $920K as of Q2 2026.
Sincerus Advisory sold 288 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.62% of Sincerus Advisory's portfolio in Q2 2026, its #36 holding.
Sincerus Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sincerus Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q4 2024.
256 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.