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

West Paces 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	$51.1K	Hold	500	–	–	0.01%	279
2026 Q2	$54.5K	Hold	500	–	–	0.01%	265
2026 Q1	$54.5K	Hold	500	–	–	0.01%	176
2025 Q4	$55.1K	Hold	500	–	–	0.01%	174
2025 Q3	$55.7K	Hold	500	–	–	0.01%	165
2025 Q2	$54.8K	Hold	500	–	–	0.01%	167
2025 Q1	$54.3K	Hold	500	–	–	0.01%	219
2024 Q4	$53.4K	Hold	500	–	–	0.01%	223
2024 Q3	$56.5K	Hold	500	–	–	0.01%	222
2024 Q2	$53.6K	Hold	500	–	–	0.01%	210
2024 Q1	$54.5K	Hold	500	–	–	0.01%	221
2023 Q4	$55.3K	Sell	500 -731	-59%	-$76.1K	0.02%	211
2023 Q3	$126K	Sell	1,231 -14	-1%	-$1.48K	0.04%	147
2023 Q2	$135K	Sell	1,245 -4,000	-76%	-$433K	0.04%	149
2023 Q1	$575K	Sell	5,245 -1,030	-16%	-$112K	0.18%	73
2022 Q4	$662K	Sell	6,275 -663	-10%	-$69.4K	0.21%	66
2022 Q3	$711K	Hold	6,938	–	–	0.25%	57
2022 Q2	$763K	Sell	6,938 -3,515	-34%	-$397K	0.26%	54
2022 Q1	$1.26M	Buy	10,453 +4,953	+90%	+$618K	0.39%	41
2021 Q4	$729K	Hold	5,500	–	–	0.23%	63
2021 Q3	$732K	Buy	+5,500	New	+$743K	0.26%	61

Other funds holding LQD

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

West Paces Advisors's LQD Position: Q3 2026 in Review

West Paces Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 500 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #279.

West Paces Advisors first reported a position in LQD in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.26M in Q1 2022. 101 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

West Paces Advisors held 500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $51.1K as of Q3 2026.
West Paces Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #279 holding.
West Paces Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 21 quarters since.
West Paces Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.26M in Q1 2022.
101 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.