VAG
LQD icon

VisionPoint Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

VisionPoint Advisory Group’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 		$6.06M Sell
55,539
-2,544
-4% -$277K 0.99% 21
2026
Q1 		$6.33M Sell
58,083
-809
-1% -$89.2K 1.19% 19
2025
Q4 		$6.49M Sell
58,892
-591
-1% -$65.7K 1.26% 12
2025
Q3 		$6.63M Sell
59,483
-448
-0.7% -$49.2K 1.32% 12
2025
Q2 		$6.57M Sell
59,931
-306
-0.5% -$32.8K 1.43% 12
2025
Q1 		$6.55M Sell
60,237
-451
-0.7% -$48.6K 2.24% 5
2024
Q4 		$6.48M Sell
60,688
-8,072
-12% -$883K 2.22% 6
2024
Q3 		$7.77M Buy
68,760
+24,410
+55% +$2.7M 2.62% 6
2024
Q2 		$4.75M Sell
44,350
-2,168
-5% -$231K 1.69% 10
2024
Q1 		$5.07M Buy
46,518
+46,330
+24,644% +$5.03M 1.83% 8
2023
Q4 		$20.8K Sell
188
-9,963
-98% -$1.04M 0.01% 349
2023
Q3 		$1.04M Buy
10,151
+8,593
+552% +$906K 0.44% 64
2023
Q2 		$168K Buy
+1,558
New +$168K 0.07% 142
2021
Q1 		– Sell
-4,541
Closed -$627K – 138
2020
Q4 		$627K Sell
4,541
-138
-3% -$18.8K 0.32% 69
2020
Q3 		$630K Buy
4,679
+192
+4% +$26.2K 0.27% 51
2020
Q2 		$620K Buy
4,487
+1,093
+32% +$142K 0.25% 45
2020
Q1 		$419K Sell
3,394
-48
-1% -$6.12K 0.2% 65
2019
Q4 		$440K Sell
3,442
-62
-2% -$7.89K 0.18% 73
2019
Q3 		$449K Sell
3,504
-10
-0.3% -$1.26K 0.12% 75
2019
Q2 		$437K Buy
3,514
+690
+24% +$82.9K 0.13% 77
2019
Q1 		$336K Buy
2,824
+836
+42% +$96.8K 0.09% 88
2018
Q4 		$224K Buy
+1,988
New +$224K 0.07% 95

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
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

VisionPoint Advisory Group's LQD Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.4% in Q2 2026, selling an estimated $277K and leaving 55,539 shares worth $6.06M. The position accounts for 0.99% of the portfolio, ranked #21.

VisionPoint Advisory Group first reported a position in LQD in Q4 2018 and has held it in 22 quarters since. The position peaked at $7.77M in Q3 2024. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • VisionPoint Advisory Group held 55,539 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.06M as of Q2 2026.
  • VisionPoint Advisory Group sold 2,544 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $277K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.99% of VisionPoint Advisory Group's portfolio in Q2 2026, its #21 holding.
  • VisionPoint Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.77M in Q3 2024.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.