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

SOA 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 		$231K Buy
2,121
+23
+1% +$2.51K 0.04% 191
2026
Q1 		$229K Buy
2,098
+14
+0.7% +$1.54K 0.04% 179
2025
Q4 		$230K Buy
2,084
+29
+1% +$3.22K 0.04% 189
2025
Q3 		$229K Buy
2,055
+21
+1% +$2.31K 0.04% 191
2025
Q2 		$223K Buy
2,034
+21
+1% +$2.25K 0.04% 187
2025
Q1 		$219K Sell
2,013
-38
-2% -$4.09K 0.05% 177
2024
Q4 		$219K Buy
2,051
+27
+1% +$2.95K 0.04% 173
2024
Q3 		$229K Hold
2,024
– – 0.04% 169
2024
Q2 		$217K Sell
2,024
-103
-5% -$11K 0.04% 175
2024
Q1 		$232K Buy
2,127
+13
+0.6% +$1.41K 0.05% 166
2023
Q4 		$234K Buy
2,114
+7
+0.3% +$729 0.05% 158
2023
Q3 		$215K Buy
2,107
+19
+0.9% +$2K 0.05% 156
2023
Q2 		$226K Buy
2,088
+18
+0.9% +$1.95K 0.05% 152
2023
Q1 		$227K Buy
2,070
+12
+0.6% +$1.3K 0.06% 143
2022
Q4 		$217K Sell
2,058
-833
-29% -$87.2K 0.06% 142
2022
Q3 		$296K Buy
2,891
+14
+0.5% +$1.54K 0.09% 113
2022
Q2 		$316K Buy
2,877
+12
+0.4% +$1.35K 0.09% 112
2022
Q1 		$346K Buy
2,865
+7
+0.2% +$873 0.08% 119
2021
Q4 		$379K Buy
2,858
+24
+0.8% +$3.19K 0.09% 114
2021
Q3 		$377K Sell
2,834
-38
-1% -$5.14K 0.1% 116
2021
Q2 		$385K Sell
2,872
-55
-2% -$7.25K 0.1% 115
2021
Q1 		$380K Sell
2,927
-13
-0.4% -$1.73K 0.11% 113
2020
Q4 		$398K Buy
+2,940
New +$400K 0.11% 100

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

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

SOA Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2026, buying an estimated $2.51K and bringing the position to 2,121 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #191.

SOA Wealth Advisors first reported a position in LQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $398K in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • SOA Wealth Advisors held 2,121 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $231K as of Q2 2026.
  • SOA Wealth Advisors bought 23 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.51K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • SOA Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $398K in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.