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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
Q3 		$8.83M Sell
86,394
-670
-0.8% -$71K 2.5% 4
2026
Q2 		$9.5M Sell
87,064
-2,087
-2% -$227K 2.77% 4
2026
Q1 		$9.7M 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 		$39.2M 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

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealthstar Advisors's LQD Position: Q3 2026 in Review

Wealthstar Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.77% in Q3 2026, selling an estimated $71K and leaving 86,394 shares worth $8.83M. The position accounts for 2.5% of the portfolio, ranked #4.

Wealthstar Advisors first reported a position in LQD in Q1 2018 and has held it in 29 quarters since. The position peaked at $50.6M in Q2 2021. 581 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Wealthstar Advisors held 86,394 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.83M as of Q3 2026.
  • Wealthstar Advisors sold 670 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $71K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.5% of Wealthstar Advisors's portfolio in Q3 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 29 quarters since.
  • Wealthstar Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $50.6M in Q2 2021.
  • 581 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.