Wealth Advisory Solutions
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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
Q3 		$1.37M Buy
13,451
+920
+7% +$97.5K 0.28% 71
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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

Wealth Advisory Solutions's LQD Position: Q3 2026 in Review

Wealth Advisory Solutions increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.3% in Q3 2026, buying an estimated $97.5K and bringing the position to 13,451 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 25 quarters since. The position peaked at $2.12M in Q4 2019. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Wealth Advisory Solutions held 13,451 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.37M as of Q3 2026.
  • Wealth Advisory Solutions bought 920 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $97.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of Wealth Advisory Solutions's portfolio in Q3 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 25 quarters since.
  • Wealth Advisory Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.12M in Q4 2019.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.