Transamerica Financial Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.75M | Buy |
34,422
+395
| +1% | +$43K | 0.32% | 72 |
|
|
2026
Q1 | $3.71M | Buy |
34,027
+2,543
| +8% | +$280K | 0.32% | 79 |
|
|
2025
Q4 | $3.47M | Buy |
31,484
+1,205
| +4% | +$134K | 0.29% | 94 |
|
|
2025
Q3 | $3.38M | Buy |
30,279
+2,870
| +10% | +$315K | 0.28% | 81 |
|
|
2025
Q2 | $3M | Buy |
27,409
+429
| +2% | +$46K | 0.28% | 85 |
|
|
2025
Q1 | $2.93M | Sell |
26,980
-1,707
| -6% | -$184K | 0.3% | 85 |
|
|
2024
Q4 | $3.06M | Sell |
28,687
-2,646
| -8% | -$290K | 0.3% | 84 |
|
|
2024
Q3 | $3.54M | Buy |
31,333
+30,101
| +2,443% | +$3.33M | 0.35% | 82 |
|
|
2024
Q2 | $132K | Hold |
1,232
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $135K | Sell |
1,232
-36,220
| -97% | -$3.94M | 0.01% | 238 |
|
|
2023
Q4 | $4.14M | Sell |
37,452
-6,345
| -14% | -$661K | 0.57% | 31 |
|
|
2023
Q3 | $4.47M | Sell |
43,797
-4,007
| -8% | -$423K | 0.6% | 30 |
|
|
2023
Q2 | $5.17M | Sell |
47,804
-1,300
| -3% | -$141K | 0.67% | 28 |
|
|
2023
Q1 | $5.38M | Buy |
49,104
+909
| +2% | +$98.4K | 0.71% | 25 |
|
|
2022
Q4 | $5.08M | Buy |
48,195
+48,124
| +67,780% | +$5.04M | 0.72% | 26 |
|
|
2022
Q3 | $8K | Buy |
71
+48
| +209% | +$5.29K | ﹤0.01% | 326 |
|
|
2022
Q2 | $3K | Buy |
+23
| New | +$2.6K | ﹤0.01% | 372 |
|
|
2020
Q3 | – | Sell |
-5,962
| Closed | -$802K | – | 362 |
|
|
2020
Q2 | $802K | Buy |
+5,962
| New | +$775K | 0.18% | 82 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 355 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$120 | ﹤0.01% | 486 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 316 |
|
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 452 |
|
|
2018
Q3 | $1K | Sell |
1
-200
| -100% | -$23.1K | ﹤0.01% | 456 |
|
|
2018
Q2 | $23K | Sell |
201
-143
| -42% | -$16.5K | 0.01% | 248 |
|
|
2018
Q1 | $41K | Buy |
344
+126
| +58% | +$14.9K | 0.01% | 242 |
|
|
2017
Q4 | $27K | Sell |
218
-37
| -15% | -$4.48K | ﹤0.01% | 246 |
|
|
2017
Q3 | $31K | Buy |
255
+254
| +25,400% | +$30.7K | ﹤0.01% | 243 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 352 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 350 |
|
|
2016
Q4 | $1K | Sell |
1
-13
| -93% | -$1.54K | ﹤0.01% | 387 |
|
|
2016
Q3 | $2K | Sell |
14
-1
| -7% | -$123 | ﹤0.01% | 321 |
|
|
2016
Q2 | $2K | Sell |
15
-342
| -96% | -$41K | ﹤0.01% | 288 |
|
|
2016
Q1 | $43K | Buy |
357
+3
| +0.8% | +$345 | ﹤0.01% | 385 |
|
|
2015
Q4 | $41K | Sell |
354
-2,904
| -89% | -$336K | ﹤0.01% | 432 |
|
|
2015
Q3 | $379K | Buy |
3,258
+1,193
| +58% | +$138K | 0.03% | 237 |
|
|
2015
Q2 | $239K | Sell |
2,065
-14,981
| -88% | -$1.77M | 0.02% | 313 |
|
|
2015
Q1 | $2.08M | Buy |
17,046
+2,760
| +19% | +$335K | 0.14% | 125 |
|
|
2014
Q4 | $1.71M | Buy |
14,286
+166
| +1% | +$19.8K | 0.13% | 98 |
|
|
2014
Q3 | $1.67M | Sell |
14,120
-22,871
| -62% | -$2.72M | 0.15% | 87 |
|
|
2014
Q2 | $4.41M | Sell |
36,991
-929
| -2% | -$110K | 0.38% | 40 |
|
|
2014
Q1 | $4.43M | Buy |
37,920
+2,505
| +7% | +$290K | 0.44% | 35 |
|
|
2013
Q4 | $4.04M | Buy |
35,415
+16,060
| +83% | +$1.83M | 0.44% | 38 |
|
|
2013
Q3 | $2.2M | Buy |
19,355
+3,843
| +25% | +$435K | 0.29% | 48 |
|
|
2013
Q2 | $1.76M | Buy |
+15,512
| New | +$1.84M | 0.29% | 41 |
|
Other funds holding LQD
MYLI
JSTA
A
Transamerica Financial Advisors's LQD Position: Q2 2026 in Review
Transamerica Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, buying an estimated $43K and bringing the position to 34,422 shares worth $3.75M. The position accounts for 0.32% of the portfolio, ranked #72.
Transamerica Financial Advisors first reported a position in LQD in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.38M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Transamerica Financial Advisors held 34,422 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.75M as of Q2 2026.
- Transamerica Financial Advisors bought 395 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $43K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.32% of Transamerica Financial Advisors's portfolio in Q2 2026, its #72 holding.
- Transamerica Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 42 quarters since.
- Transamerica Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.38M in Q1 2023.
- 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.