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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
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 $1.37T 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

Trivium Point Advisory's LQD Position: Q1 2026 in Review

Trivium Point Advisory sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 6,139 shares — an estimated $676K sold.

Trivium Point Advisory first reported a position in LQD in Q1 2019 and held it in 16 quarters. The position peaked at $873K in Q2 2019. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Trivium Point Advisory reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 6,139 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $676K.
  • Trivium Point Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and held it in 16 quarters.
  • Trivium Point Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $873K in Q2 2019.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.