Toth Financial Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Toth Financial 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	–	Sell	-727	Closed	-$79.2K	–	952
2026 Q1	$79.2K	Hold	727	–	–	0.01%	302
2025 Q4	$80.1K	Buy	+727	New	+$80.8K	0.01%	289
2022 Q4	–	Sell	-200	Closed	-$20K	–	771
2022 Q3	$20K	Hold	200	–	–	﹤0.01%	377
2022 Q2	$22K	Buy	200 +36	+22%	+$4.07K	﹤0.01%	359
2022 Q1	$20K	Hold	164	–	–	﹤0.01%	389
2021 Q4	$22K	Hold	164	–	–	﹤0.01%	390
2021 Q3	$22K	Hold	164	–	–	﹤0.01%	387
2021 Q2	$22K	Hold	164	–	–	﹤0.01%	360
2021 Q1	$21K	Hold	164	–	–	﹤0.01%	378
2020 Q4	$23K	Hold	164	–	–	﹤0.01%	322
2020 Q3	$22K	Hold	164	–	–	﹤0.01%	303
2020 Q2	$22K	Hold	164	–	–	﹤0.01%	276
2020 Q1	$20K	Hold	164	–	–	0.01%	230
2019 Q4	$21K	Hold	164	–	–	﹤0.01%	253
2019 Q3	$21K	Sell	164 -111	-40%	-$14K	﹤0.01%	271
2019 Q2	$34K	Sell	275 -95	-26%	-$11.4K	0.01%	240
2019 Q1	$44K	Hold	370	–	–	0.01%	221
2018 Q4	$42K	Buy	370 +111	+43%	+$12.5K	0.01%	195
2018 Q3	$30K	Sell	259 -25	-9%	-$2.88K	0.01%	232
2018 Q2	$33K	Hold	284	–	–	0.01%	229
2018 Q1	$33K	Sell	284 -130	-31%	-$15.4K	0.01%	229
2017 Q4	$50K	Buy	+414	New	+$50.1K	0.01%	210

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

Toth Financial Advisory's LQD Position: Q2 2026 in Review

Toth Financial Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 727 shares — an estimated $79.2K sold.

Toth Financial Advisory first reported a position in LQD in Q4 2017 and held it in 22 quarters. The position peaked at $80.1K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Toth Financial Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 727 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $79.2K.
Toth Financial Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and held it in 22 quarters.
Toth Financial Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $80.1K in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.