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

Wealthstar 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 Q2	$9.5M	Sell	87,064 -2,087	-2%	-$227K	2.77%	4
2026 Q1	$9.72M	Sell	89,151 -2,247	-2%	-$248K	4.56%	4
2025 Q4	$10.1M	Sell	91,398 -1,775	-2%	-$197K	4.43%	4
2025 Q3	$10.4M	Sell	93,173 -2,319	-2%	-$255K	4.1%	2
2025 Q2	$10.5M	Sell	95,492 -12,350	-11%	-$1.33M	3.94%	2
2025 Q1	$11.7M	Sell	107,842 -109,812	-50%	-$11.8M	5.37%	2
2024 Q4	$23.3M	Buy	+217,654	New	+$23.8M	10.1%	2
2024 Q2	–	Sell	-394,139	Closed	-$42.9M	–	97
2024 Q1	$42.9M	Sell	394,139 -3,813	-1%	-$414K	14.94%	2
2023 Q4	$44M	Sell	397,952 -15,205	-4%	-$1.58M	7.03%	3
2023 Q3	$42.2M	Sell	413,157 -8,698	-2%	-$917K	16.2%	2
2023 Q2	$45.6M	Sell	421,855 -1,038	-0.2%	-$112K	19.17%	2
2023 Q1	$46.4M	Buy	422,893 +6,991	+2%	+$757K	17.59%	2
2022 Q4	$43.8M	Sell	415,902 -551	-0.1%	-$57.7K	19.95%	1
2022 Q3	$42.7M	Buy	416,453 +16,498	+4%	+$1.82M	20.31%	1
2022 Q2	$44M	Buy	399,955 +23,004	+6%	+$2.6M	16.96%	1
2022 Q1	$46.8M	Buy	376,951 +628	+0.2%	+$78.3K	17.32%	2
2021 Q4	$49.9M	Sell	376,323 -1,461	-0.4%	-$194K	17.11%	1
2021 Q3	$50.3M	Buy	377,784 +1,399	+0.4%	+$189K	15.19%	2
2021 Q2	$50.6M	Buy	+376,385	New	+$49.6M	15.86%	2
2020 Q1	$30.2M	Sell	244,679 -72,613	-23%	-$9.25M	21.28%	1
2019 Q4	$40.6M	Buy	317,292 +9,394	+3%	+$1.2M	25.02%	1
2019 Q3	$39.3M	Buy	307,898 +8,793	+3%	+$1.11M	21.88%	1
2019 Q2	$37.2M	Buy	299,105 +3,897	+1%	+$468K	21.75%	1
2019 Q1	$35.2M	Buy	295,208 +5,066	+2%	+$587K	21.55%	1
2018 Q4	$32.7M	Sell	290,142 -3,559	-1%	-$400K	24.46%	1
2018 Q3	$33.8M	Buy	293,701 +3,301	+1%	+$380K	19.86%	2
2018 Q2	$33.6M	Buy	290,400 +12,629	+5%	+$1.45M	10.25%	2
2018 Q1	$32.6M	Buy	+277,771	New	+$32.8M	9.75%	2

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthstar Advisors's LQD Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.3% in Q2 2026, selling an estimated $227K and leaving 87,064 shares worth $9.5M. The position accounts for 2.77% of the portfolio, ranked #4.

Wealthstar Advisors first reported a position in LQD in Q1 2018 and has held it in 28 quarters since. The position peaked at $50.6M in Q2 2021. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Wealthstar Advisors held 87,064 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.5M as of Q2 2026.
Wealthstar Advisors sold 2,087 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $227K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.77% of Wealthstar Advisors's portfolio in Q2 2026, its #4 holding.
Wealthstar Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 28 quarters since.
Wealthstar Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $50.6M in Q2 2021.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.