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Trivium Point Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Trivium Point 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 		$821K Buy
+7,528
New +$820K 0.07% 206
2026
Q1 		– Sell
-6,139
Closed -$676K – 310
2025
Q4 		$676K Sell
6,139
-304
-5% -$33.8K 0.07% 211
2025
Q3 		$718K Buy
6,443
+224
+4% +$24.6K 0.07% 211
2025
Q2 		$682K Sell
6,219
-246
-4% -$26.4K 0.07% 215
2025
Q1 		$703K Sell
6,465
-277
-4% -$29.8K 0.09% 198
2024
Q4 		$720K Sell
6,742
-711
-10% -$77.8K 0.09% 199
2024
Q3 		$807K Sell
7,453
-83
-1% -$9.18K 0.11% 185
2024
Q2 		$807K Buy
+7,536
New +$804K 0.12% 173
2021
Q2 		– Sell
-3,297
Closed -$429K – 223
2021
Q1 		$429K Sell
3,297
-2,634
-44% -$350K 0.12% 151
2020
Q4 		$806K Buy
5,931
+3,002
+102% +$409K 0.23% 123
2020
Q3 		$395K Sell
2,929
-2,513
-46% -$343K 0.14% 131
2020
Q2 		$737K Buy
5,442
+3,262
+150% +$424K 0.29% 103
2020
Q1 		$274K Sell
2,180
-4,342
-67% -$553K 0.14% 120
2019
Q4 		$835K Buy
6,522
+350
+6% +$44.6K 0.32% 107
2019
Q3 		$787K Sell
6,172
-851
-12% -$107K 0.36% 106
2019
Q2 		$873K Buy
7,023
+1,571
+29% +$189K 0.39% 103
2019
Q1 		$649K Buy
+5,452
New +$632K 0.3% 112

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

Trivium Point Advisory's LQD Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 7,528 shares worth $821K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in LQD as recently as Q4 2025.

Trivium Point Advisory first reported a position in LQD in Q1 2019 and has held it in 17 quarters since. The position peaked at $873K in Q2 2019. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Trivium Point Advisory held 7,528 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $821K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Trivium Point Advisory position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Trivium Point Advisory's portfolio in Q2 2026, its #206 holding.
  • Trivium Point Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • Trivium Point Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $873K in Q2 2019.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.