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

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

United Asset Strategies's LQD Position: Q2 2026 in Review

United Asset Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 106% in Q2 2026, buying an estimated $301K and bringing the position to 5,387 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #197.

United Asset Strategies first reported a position in LQD in Q4 2019 and has held it in 9 quarters since. The position peaked at $896K in Q4 2019. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

United Asset Strategies held 5,387 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $588K as of Q2 2026.
United Asset Strategies bought 2,767 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $301K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #197 holding.
United Asset Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 9 quarters since.
United Asset Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $896K in Q4 2019.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.