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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TFB Advisors's LQD Position: Q1 2026 in Review

TFB Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 39% in Q1 2026, selling an estimated $390K and leaving 5,638 shares worth $614K. The position accounts for 0.32% of the portfolio, ranked #70.

TFB Advisors first reported a position in LQD in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.25M in Q2 2023. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • TFB Advisors held 5,638 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $614K as of Q1 2026.
  • TFB Advisors sold 3,536 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $390K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.32% of TFB Advisors's portfolio in Q1 2026, its #70 holding.
  • TFB Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • TFB Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.25M in Q2 2023.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.