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

Waverly 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
Q1 		$3.28M Buy
30,123
+1,799
+6% +$198K 0.02% 520
2025
Q4 		$3.12M Sell
28,324
-2,621
-8% -$291K 0.03% 480
2025
Q3 		$3.45M Buy
30,945
+4,463
+17% +$491K 0.03% 393
2025
Q2 		$2.9M Buy
26,482
+17,680
+201% +$1.9M 0.03% 409
2025
Q1 		$957K Sell
8,802
-43
-0.5% -$4.63K 0.01% 616
2024
Q4 		$945K Buy
8,845
+3,884
+78% +$425K 0.01% 526
2024
Q3 		$560K Sell
4,961
-648
-12% -$71.7K 0.01% 561
2024
Q2 		$601K Buy
5,609
+2,018
+56% +$215K 0.01% 532
2024
Q1 		$391K Buy
3,591
+1,183
+49% +$129K 0.01% 521
2023
Q4 		$266K Buy
2,408
+409
+20% +$42.6K 0.01% 377
2023
Q3 		$204K Buy
1,999
+26
+1% +$2.74K 0.01% 385
2023
Q2 		$213K Buy
+1,973
New +$213K 0.01% 334
2018
Q1 		– Sell
-1,754
Closed -$213K – 284
2017
Q4 		$213K Sell
1,754
-190
-10% -$23K 0.03% 221
2017
Q3 		$236K Sell
1,944
-339
-15% -$41K 0.05% 203
2017
Q2 		$275K Sell
2,283
-75
-3% -$8.96K 0.07% 180
2017
Q1 		$278K Sell
2,358
-7,122
-75% -$836K 0.07% 178
2016
Q4 		$1.11M Buy
9,480
+7,122
+302% +$846K 0.41% 30
2016
Q3 		$290K Sell
2,358
-5,894
-71% -$726K 0.12% 71
2016
Q2 		$1.01M Sell
8,252
-7,200
-47% -$864K 0.46% 27
2016
Q1 		$1.84M Sell
15,452
-150,158
-91% -$17.3M 1.12% 13
2015
Q4 		$18.9M Buy
165,610
+160,580
+3,192% +$18.6M 8.22% 6
2015
Q3 		$584K Sell
5,030
-11,827
-70% -$1.37M 0.4% 30
2015
Q2 		$1.95M Sell
16,857
-186,498
-92% -$22.1M 1.2% 10
2015
Q1 		$24.8M Sell
203,355
-10,339
-5% -$1.25M 12.52% 4
2014
Q4 		$25.5M Buy
213,694
+204,359
+2,189% +$24.4M 12.82% 4
2014
Q3 		$1.1M Buy
9,335
+26
+0.3% +$3.09K 0.6% 20
2014
Q2 		$1.11M Buy
9,309
+11
+0.1% +$1.3K 0.46% 24
2014
Q1 		$1.09M Sell
9,298
-7,673
-45% -$890K 0.49% 23
2013
Q4 		$1.94M Buy
16,971
+16,861
+15,328% +$1.93M 0.68% 16
2013
Q3 		$12K Buy
+110
New +$12.4K 0.01% 425

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Waverly Advisors's LQD Position: Q1 2026 in Review

Waverly Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.4% in Q1 2026, buying an estimated $198K and bringing the position to 30,123 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #520.

Waverly Advisors first reported a position in LQD in Q3 2013 and has held it in 30 quarters since. The position peaked at $25.5M in Q4 2014. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Waverly Advisors held 30,123 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.28M as of Q1 2026.
  • Waverly Advisors bought 1,799 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $198K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #520 holding.
  • Waverly Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 30 quarters since.
  • Waverly Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $25.5M in Q4 2014.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.