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

Strategic Investment 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	$8.84M	Sell	81,070 -6,068	-7%	-$661K	0.53%	36
2026 Q1	$9.51M	Buy	87,138 +8,909	+11%	+$982K	0.66%	33
2025 Q4	$8.62M	Buy	78,229 +78,131	+79,726%	+$8.69M	0.75%	32
2025 Q3	$11.7M	Sell	98 -128,521	-100%	-$14.1M	1.05%	28
2025 Q2	$14.1M	Sell	128,619 -11,442	-8%	-$1.23M	1.37%	22
2025 Q1	$15.2M	Buy	140,061 +3,994	+3%	+$430K	1.61%	17
2024 Q4	$14.5M	Buy	136,067 +2,000	+1%	+$219K	1.54%	19
2024 Q3	$15.1M	Buy	134,067 +112,150	+512%	+$12.4M	1.66%	15
2024 Q2	$2.35M	Buy	21,917 +1,112	+5%	+$119K	0.29%	54
2024 Q1	$2.27M	Sell	20,805 -99,267	-83%	-$10.8M	0.29%	55
2023 Q4	$13.3M	Buy	120,072 +85,863	+251%	+$8.94M	1.92%	12
2023 Q3	$3.49M	Buy	+34,209	New	+$3.61M	0.57%	35
2023 Q2	–	Sell	-151,040	Closed	-$16.6M	–	225
2023 Q1	$16.6M	Buy	151,040 +12,477	+9%	+$1.35M	2.99%	10
2022 Q4	$14.6M	Buy	138,563 +106,161	+328%	+$11.1M	3.03%	9
2022 Q3	$3.32M	Sell	32,402 -13,968	-30%	-$1.54M	0.75%	28
2022 Q2	$5.1M	Sell	46,370 -1,235	-3%	-$139K	1.02%	22
2022 Q1	$5.76M	Sell	47,605 -103,400	-68%	-$12.9M	1.09%	22
2021 Q4	$20M	Buy	151,005 +15,059	+11%	+$2M	3.87%	4
2021 Q3	$18.1M	Buy	135,946 +8,790	+7%	+$1.19M	3.96%	3
2021 Q2	$17.1M	Buy	127,156 +76,708	+152%	+$10.1M	3.91%	3
2021 Q1	$6.56M	Sell	50,448 -16,212	-24%	-$2.16M	1.7%	15
2020 Q4	$9.21M	Buy	66,660 +24,596	+58%	+$3.35M	2.65%	9
2020 Q3	$5.67M	Buy	42,064 +476	+1%	+$64.9K	1.91%	14
2020 Q2	$5.59M	Buy	41,588 +29,910	+256%	+$3.89M	2.11%	10
2020 Q1	$1.44M	Buy	11,678 +2,470	+27%	+$315K	0.66%	44
2019 Q4	$1.18M	Buy	9,208 +3,830	+71%	+$488K	0.49%	49
2019 Q3	$686K	Sell	5,378 -9	-0.2%	-$1.13K	0.33%	60
2019 Q2	$682K	Buy	+5,387	New	+$647K	0.37%	54

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

Strategic Investment Advisors's LQD Position: Q2 2026 in Review

Strategic Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q2 2026, selling an estimated $661K and leaving 81,070 shares worth $8.84M. The position accounts for 0.53% of the portfolio, ranked #36.

Strategic Investment Advisors first reported a position in LQD in Q2 2019 and has held it in 28 quarters since. The position peaked at $20M in Q4 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Strategic Investment Advisors held 81,070 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.84M as of Q2 2026.
Strategic Investment Advisors sold 6,068 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $661K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.53% of Strategic Investment Advisors's portfolio in Q2 2026, its #36 holding.
Strategic Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
Strategic Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20M in Q4 2021.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.