UAS
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United Asset Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

United Asset Strategies’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 		$588K Buy
5,387
+2,767
+106% +$301K 0.04% 197
2026
Q1 		$286K Buy
2,620
+7
+0.3% +$772 0.02% 232
2025
Q4 		$288K Buy
2,613
+137
+6% +$15.2K 0.02% 231
2025
Q3 		$276K Buy
2,476
+58
+2% +$6.38K 0.02% 233
2025
Q2 		$265K Buy
+2,418
New +$259K 0.02% 224
2020
Q4 		– Sell
-4,095
Closed -$552K – 215
2020
Q3 		$552K Buy
4,095
+129
+3% +$17.6K 0.1% 129
2020
Q2 		$533K Sell
3,966
-2,716
-41% -$353K 0.11% 126
2020
Q1 		$825K Sell
6,682
-322
-5% -$41K 0.2% 94
2019
Q4 		$896K Buy
+7,004
New +$892K 0.17% 107

Other funds holding LQD

AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return