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Wescott Financial Advisory Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wescott Financial Advisory Group’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 		$5.01M Buy
45,969
+2,283
+5% +$249K 0.39% 39
2026
Q1 		$4.76M Buy
43,686
+6,860
+19% +$756K 0.42% 40
2025
Q4 		$4.06M Buy
36,826
+3,831
+12% +$426K 0.35% 42
2025
Q3 		$3.68M Buy
32,995
+2,192
+7% +$241K 0.33% 44
2025
Q2 		$3.38M Buy
30,803
+1,546
+5% +$166K 0.32% 46
2025
Q1 		$3.18M Buy
29,257
+2,837
+11% +$306K 0.33% 47
2024
Q4 		$2.82M Buy
26,420
+3,639
+16% +$398K 0.29% 47
2024
Q3 		$2.57M Buy
22,781
+3,397
+18% +$376K 0.28% 51
2024
Q2 		$2.08M Buy
19,384
+2,118
+12% +$226K 0.24% 54
2024
Q1 		$1.88M Buy
17,266
+13,967
+423% +$1.52M 0.23% 49
2023
Q4 		$365K Buy
+3,299
New +$344K 0.05% 121

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Wescott Financial Advisory Group's LQD Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.2% in Q2 2026, buying an estimated $249K and bringing the position to 45,969 shares worth $5.01M. The position accounts for 0.39% of the portfolio, ranked #39.

Wescott Financial Advisory Group first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Wescott Financial Advisory Group held 45,969 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.01M as of Q2 2026.
  • Wescott Financial Advisory Group bought 2,283 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.39% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Wescott Financial Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.