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

Uptown Financial 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	$1.78M	Sell	16,282 -115	-0.7%	-$12.5K	1.17%	20
2026 Q1	$1.79M	Buy	16,397 +1,039	+7%	+$115K	1.42%	19
2025 Q4	$1.69M	Buy	15,358 +2,351	+18%	+$261K	1.21%	21
2025 Q3	$1.45M	Sell	13,007 -519	-4%	-$57.1K	1.19%	22
2025 Q2	$1.48M	Sell	13,526 -755	-5%	-$81K	1.27%	19
2025 Q1	$1.55M	Buy	14,281 +953	+7%	+$103K	1.58%	17
2024 Q4	$1.42M	Buy	+13,328	New	+$1.46M	1.54%	18

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Uptown Financial Advisors's LQD Position: Q2 2026 in Review

Uptown Financial Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.7% in Q2 2026, selling an estimated $12.5K and leaving 16,282 shares worth $1.78M. The position accounts for 1.17% of the portfolio, ranked #20.

Uptown Financial Advisors first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2026. 256 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Uptown Financial Advisors held 16,282 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.78M as of Q2 2026.
Uptown Financial Advisors sold 115 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.17% of Uptown Financial Advisors's portfolio in Q2 2026, its #20 holding.
Uptown Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.79M in Q1 2026.
256 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.