U.S. Capital Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

U.S. Capital 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 Q1	$580K	Buy	5,321 +155	+3%	+$17.1K	0.01%	649
2025 Q4	$569K	Buy	5,166 +1,302	+34%	+$145K	0.01%	629
2025 Q3	$431K	Sell	3,864 -10	-0.3%	-$1.1K	0.01%	670
2025 Q2	$425K	Buy	3,874 +614	+19%	+$65.9K	0.01%	635
2025 Q1	$354K	Sell	3,260 -476	-13%	-$51.3K	0.01%	660
2024 Q4	$399K	Buy	3,736 +674	+22%	+$73.7K	0.01%	611
2024 Q3	$346K	Buy	3,062 +468	+18%	+$51.8K	0.01%	557
2024 Q2	$278K	Sell	2,594 -2,569	-50%	-$274K	0.01%	584
2024 Q1	$562K	Sell	5,163 -13,571	-72%	-$1.47M	0.02%	442
2023 Q4	$2.07M	Buy	18,734 +3,531	+23%	+$368K	0.08%	218
2023 Q3	$1.55M	Buy	15,203 +12,627	+490%	+$1.33M	0.07%	242
2023 Q2	$279K	Sell	2,576 -1,383	-35%	-$150K	0.01%	552
2023 Q1	$434K	Sell	3,959 -7,404	-65%	-$802K	0.02%	460
2022 Q4	$1.2M	Buy	+11,363	New	+$1.19M	0.06%	300

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's LQD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q1 2026, buying an estimated $17.1K and bringing the position to 5,321 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #649.

U.S. Capital Wealth Advisors first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.07M in Q4 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

U.S. Capital Wealth Advisors held 5,321 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $580K as of Q1 2026.
U.S. Capital Wealth Advisors bought 155 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $17.1K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #649 holding.
U.S. Capital Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.07M in Q4 2023.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.