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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
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
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

Wealth Advisory Solutions's LQD Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q1 2026, buying an estimated $35K and bringing the position to 10,796 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #70.

Wealth Advisory Solutions first reported a position in LQD in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.12M in Q4 2019. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Wealth Advisory Solutions held 10,796 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.18M as of Q1 2026.
  • Wealth Advisory Solutions bought 317 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $35K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.26% of Wealth Advisory Solutions's portfolio in Q1 2026, its #70 holding.
  • Wealth Advisory Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Advisory Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.12M in Q4 2019.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.