VisionPoint Advisory Group
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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
Q3 		$4.78M Sell
46,807
-8,732
-16% -$925K 0.75% 28
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% -$7.9K 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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
HMS Capital Management
HMS Capital Management Nashville, Tennessee $264M AUM 34.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

VisionPoint Advisory Group's LQD Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q3 2026, selling an estimated $925K and leaving 46,807 shares worth $4.78M. The position accounts for 0.75% of the portfolio, ranked #28.

VisionPoint Advisory Group first reported a position in LQD in Q4 2018 and has held it in 23 quarters since. The position peaked at $7.77M in Q3 2024. 224 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • VisionPoint Advisory Group held 46,807 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.78M as of Q3 2026.
  • VisionPoint Advisory Group sold 8,732 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $925K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.75% of VisionPoint Advisory Group's portfolio in Q3 2026, its #28 holding.
  • VisionPoint Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • VisionPoint Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.77M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.