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

TFB 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 		$591K Sell
5,418
-220
-4% -$24K 0.26% 99
2026
Q1 		$614K Sell
5,638
-3,536
-39% -$390K 0.32% 70
2025
Q4 		$1.01M Buy
9,174
+236
+3% +$26.2K 0.28% 83
2025
Q3 		$1M Sell
8,938
-3,005
-25% -$330K 0.29% 83
2025
Q2 		$1.31M Buy
11,943
+184
+2% +$19.7K 0.34% 69
2025
Q1 		$1.28M Sell
11,759
-307
-3% -$33.1K 0.37% 61
2024
Q4 		$1.29M Sell
12,066
-2,353
-16% -$257K 0.37% 61
2024
Q3 		$1.63M Buy
14,419
+8,361
+138% +$925K 0.48% 47
2024
Q2 		$649K Sell
6,058
-657
-10% -$70.1K 0.21% 106
2024
Q1 		$705K Sell
6,715
-10,312
-61% -$1.12M 0.26% 90
2023
Q4 		$1.88M Buy
+17,027
New +$1.77M 0.97% 29
2023
Q3 		– Sell
-30,010
Closed -$3.25M – 177
2023
Q2 		$3.25M Buy
30,010
+3,401
+13% +$368K 1.41% 16
2023
Q1 		$2.92M Buy
26,609
+509
+2% +$55.1K 2.22% 10
2022
Q4 		$2.75M Buy
+26,100
New +$2.73M 2.3% 12

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

TFB Advisors's LQD Position: Q2 2026 in Review

TFB Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.9% in Q2 2026, selling an estimated $24K and leaving 5,418 shares worth $591K. The position accounts for 0.26% of the portfolio, ranked #99.

TFB Advisors first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.25M in Q2 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • TFB Advisors held 5,418 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $591K as of Q2 2026.
  • TFB Advisors sold 220 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $24K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.26% of TFB Advisors's portfolio in Q2 2026, its #99 holding.
  • TFB Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • TFB Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.25M in Q2 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TFB Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.