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

Valeo 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 		$440K Buy
4,034
+1,149
+40% +$125K 0.01% 486
2026
Q1 		$314K Buy
2,885
+802
+39% +$88.4K 0.01% 529
2025
Q4 		$230K Buy
+2,083
New +$232K 0.01% 715
2022
Q2 		– Sell
-1,788
Closed -$216K – 594
2022
Q1 		$216K Buy
+1,788
New +$223K 0.01% 531
2021
Q2 		– Sell
-674
Closed -$88K – 1244
2021
Q1 		$88K Buy
674
+56
+9% +$7.45K ﹤0.01% 662
2020
Q4 		$85K Hold
618
– – ﹤0.01% 618
2020
Q3 		$83K Sell
618
-196
-24% -$26.7K 0.01% 516
2020
Q2 		$110K Sell
814
-5,478
-87% -$712K 0.01% 482
2020
Q1 		$137K Buy
6,292
+348
+6% +$44.3K 0.01% 355
2019
Q4 		$112K Buy
5,944
+75
+1% +$9.55K 0.01% 441
2019
Q3 		$103K Buy
5,869
+4,902
+507% +$617K 0.01% 428
2019
Q2 		$120K Buy
967
+164
+20% +$19.7K 0.01% 394
2019
Q1 		$96K Sell
803
-337
-30% -$39K 0.01% 419
2018
Q4 		$129K Buy
1,140
+303
+36% +$34.1K 0.02% 329
2018
Q3 		$94K Sell
837
-305
-27% -$35.2K 0.01% 411
2018
Q2 		$132K Buy
1,142
+285
+33% +$32.8K 0.02% 354
2018
Q1 		$101K Hold
857
– – 0.02% 367
2017
Q4 		$104K Buy
857
+550
+179% +$66.5K 0.02% 336
2017
Q3 		$37K Buy
+307
New +$37.1K 0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Valeo Financial Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 40% in Q2 2026, buying an estimated $125K and bringing the position to 4,034 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #486.

Valeo Financial Advisors first reported a position in LQD in Q3 2017 and has held it in 19 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Valeo Financial Advisors held 4,034 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $440K as of Q2 2026.
  • Valeo Financial Advisors bought 1,149 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #486 holding.
  • Valeo Financial Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 19 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.