Wealth Advisory Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealth Advisory Solutions’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	$1.37M	Buy	12,531 +1,735	+16%	+$189K	0.28%	71
2026 Q1	$1.18M	Buy	10,796 +317	+3%	+$35K	0.26%	70
2025 Q4	$1.15M	Buy	10,479 +696	+7%	+$77.4K	0.27%	69
2025 Q3	$1.09M	Buy	9,783 +521	+6%	+$57.3K	0.26%	70
2025 Q2	$1.02M	Buy	9,262 +1,241	+15%	+$133K	0.26%	69
2025 Q1	$872K	Buy	8,021 +515	+7%	+$55.5K	0.23%	74
2024 Q4	$802K	Buy	7,506 +64	+0.9%	+$7K	0.22%	67
2024 Q3	$841K	Buy	7,442 +1,269	+21%	+$140K	0.23%	67
2024 Q2	$661K	Buy	6,173 +1,827	+42%	+$195K	0.18%	71
2024 Q1	$473K	Buy	4,346 +339	+8%	+$36.8K	0.12%	83
2023 Q4	$443K	Sell	4,007 -3,951	-50%	-$411K	0.15%	58
2023 Q3	$846K	Buy	+7,958	New	+$839K	0.17%	77
2023 Q2	–	Sell	-3,757	Closed	-$412K	–	116
2023 Q1	$412K	Sell	3,757 -2,529	-40%	-$274K	0.11%	91
2022 Q4	$663K	Sell	6,286 -72	-1%	-$7.54K	0.18%	85
2022 Q3	$651K	Sell	6,358 -40	-0.6%	-$4.41K	0.18%	85
2022 Q2	$704K	Sell	6,398 -443	-6%	-$50K	0.17%	87
2022 Q1	$827K	Buy	+6,841	New	+$853K	0.17%	88
2021 Q3	$856K	Sell	6,434 -305	-5%	-$41.2K	0.19%	86
2021 Q2	$905K	Buy	+6,739	New	+$888K	0.21%	89
2021 Q1	–	Sell	-7,729	Closed	-$1.07M	–	174
2020 Q4	$1.07M	Sell	7,729 -2,103	-21%	-$286K	0.29%	68
2020 Q3	$1.32M	Buy	9,832 +471	+5%	+$64.2K	0.35%	69
2020 Q2	$1.26M	Sell	9,361 -6,437	-41%	-$837K	0.35%	72
2020 Q1	$1.95M	Sell	15,798 -785	-5%	-$100K	0.66%	53
2019 Q4	$2.12M	Buy	+16,583	New	+$2.11M	0.56%	57

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Wealth Advisory Solutions's LQD Position: Q2 2026 in Review

Wealth Advisory Solutions increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 12,531 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #71.

Wealth Advisory Solutions first reported a position in LQD in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.12M in Q4 2019. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Wealth Advisory Solutions held 12,531 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.37M as of Q2 2026.
Wealth Advisory Solutions bought 1,735 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $189K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of Wealth Advisory Solutions's portfolio in Q2 2026, its #71 holding.
Wealth Advisory Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
Wealth Advisory Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.12M in Q4 2019.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.