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TruWealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TruWealth 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
Q1 		$202K Sell
1,853
-318
-15% -$35.1K 0.01% 180
2025
Q4 		$239K Sell
2,171
-180
-8% -$20K 0.01% 162
2025
Q3 		$262K Sell
2,351
-390
-14% -$42.9K 0.01% 157
2025
Q2 		$300K Sell
2,741
-442,467
-99% -$47.5M 0.02% 139
2025
Q1 		$48.4M Buy
445,208
+12,820
+3% +$1.38M 2.92% 9
2024
Q4 		$46.2M Sell
432,388
-296,441
-41% -$32.4M 2.79% 9
2024
Q3 		$82.3M Buy
728,829
+141,221
+24% +$15.6M 5.04% 5
2024
Q2 		$62.9M Buy
587,608
+48,445
+9% +$5.17M 4.18% 5
2024
Q1 		$58.7M Buy
539,163
+13,903
+3% +$1.51M 4.1% 5
2023
Q4 		$58.1M Buy
525,260
+18,612
+4% +$1.94M 4.44% 5
2023
Q3 		$51.7M Buy
506,648
+34,864
+7% +$3.68M 4.44% 5
2023
Q2 		$51M Buy
471,784
+17,056
+4% +$1.84M 4.38% 5
2023
Q1 		$49.8M Buy
+454,728
New +$49.2M 4.57% 4

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TruWealth Advisors's LQD Position: Q1 2026 in Review

TruWealth Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q1 2026, selling an estimated $35.1K and leaving 1,853 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #180.

TruWealth Advisors first reported a position in LQD in Q1 2023 and has held it in 13 quarters since. The position peaked at $82.3M in Q3 2024. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • TruWealth Advisors held 1,853 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $202K as of Q1 2026.
  • TruWealth Advisors sold 318 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $35.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #180 holding.
  • TruWealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • TruWealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $82.3M in Q3 2024.
  • 1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.