TRUE Private Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TRUE Private Wealth 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 Q2	$487K	Hold	4,461	–	–	0.04%	179
2026 Q1	$486K	Hold	4,461	–	–	0.05%	169
2025 Q4	$492K	Buy	4,461 +1	+0%	+$111	0.05%	161
2025 Q3	$497K	Sell	4,460 -602	-12%	-$66.2K	0.05%	160
2025 Q2	$555K	Sell	5,062 -135	-3%	-$14.5K	0.06%	135
2025 Q1	$565K	Sell	5,197 -27	-0.5%	-$2.91K	0.07%	124
2024 Q4	$558K	Sell	5,224 -910	-15%	-$99.6K	0.07%	125
2024 Q3	$693K	Buy	6,134 +81	+1%	+$8.96K	0.08%	105
2024 Q2	$648K	Sell	6,053 -2,055	-25%	-$219K	0.07%	132
2024 Q1	$883K	Sell	8,108 -6,720	-45%	-$730K	0.1%	104
2023 Q4	$1.64M	Buy	14,828 +1,883	+15%	+$196K	0.21%	69
2023 Q3	$1.32M	Buy	12,945 +5,839	+82%	+$616K	0.18%	77
2023 Q2	$768K	Buy	7,106 +13	+0.2%	+$1.41K	0.11%	96
2023 Q1	$777K	Buy	7,093 +26	+0.4%	+$2.81K	0.12%	93
2022 Q4	$745K	Sell	7,067 -3,794	-35%	-$397K	0.11%	89
2022 Q3	$1.11M	Buy	10,861 +1,449	+15%	+$160K	0.17%	61
2022 Q2	$1.03M	Sell	9,412 -392	-4%	-$44.3K	0.15%	74
2022 Q1	$1.11M	Sell	9,804 -18,901	-66%	-$2.36M	0.16%	80
2021 Q4	$3.8M	Buy	28,705 +404	+1%	+$53.7K	0.54%	32
2021 Q3	$3.76M	Buy	28,301 +116	+0.4%	+$15.7K	0.55%	28
2021 Q2	$3.79M	Sell	28,185 -5,557	-16%	-$733K	0.56%	27
2021 Q1	$4.39M	Sell	33,742 -1,947	-5%	-$259K	0.71%	19
2020 Q4	$4.93M	Sell	35,689 -23,486	-40%	-$3.2M	0.83%	14
2020 Q3	$7.97M	Sell	59,175 -4,132	-7%	-$563K	1.36%	15
2020 Q2	$8.51M	Buy	63,307 +30,763	+95%	+$4M	1.56%	14
2020 Q1	$4.02M	Sell	32,544 -4,463	-12%	-$569K	0.86%	21
2019 Q4	$4.74M	Buy	37,007 +1,430	+4%	+$182K	0.73%	19
2019 Q3	$4.54M	Buy	35,577 +843	+2%	+$106K	0.78%	17
2019 Q2	$4.32M	Buy	34,734 +11,557	+50%	+$1.39M	0.74%	18
2019 Q1	$2.76M	Buy	23,177 +162	+0.7%	+$18.8K	0.53%	31
2018 Q4	$2.6M	Sell	23,015 -2,172	-9%	-$244K	0.46%	41
2018 Q3	$2.89M	Sell	25,187 -1,933	-7%	-$223K	0.41%	50
2018 Q2	$3.11M	Buy	27,120 +7,239	+36%	+$834K	0.49%	43
2018 Q1	$2.33M	Sell	19,881 -664	-3%	-$78.4K	0.4%	46
2017 Q4	$2.5M	Sell	20,545 -5,985	-23%	-$724K	0.43%	45
2017 Q3	$3.22M	Buy	26,530 +2,867	+12%	+$346K	0.72%	31
2017 Q2	$2.85M	Sell	23,663 -106	-0.4%	-$12.7K	0.66%	32
2017 Q1	$2.8M	Buy	23,769 +4,594	+24%	+$539K	0.64%	28
2016 Q4	$2.24M	Buy	19,175 +1,229	+7%	+$146K	0.55%	26
2016 Q3	$2.19M	Buy	17,946 +1,374	+8%	+$169K	0.7%	29
2016 Q2	$2.03M	Sell	16,572 -9,298	-36%	-$1.12M	0.68%	31
2016 Q1	$3.07M	Buy	25,870 +4,483	+21%	+$515K	1.2%	21
2015 Q4	$2.44M	Buy	+21,387	New	+$2.47M	1.07%	21

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

TRUE Private Wealth Advisors's LQD Position: Q2 2026 in Review

TRUE Private Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4,461 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #179.

TRUE Private Wealth Advisors first reported a position in LQD in Q4 2015 and has held it in 43 quarters since. The position peaked at $8.51M in Q2 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

TRUE Private Wealth Advisors held 4,461 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $487K as of Q2 2026.
TRUE Private Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #179 holding.
TRUE Private Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.51M in Q2 2020.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.