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

Winthrop 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 		$265K Sell
2,428
-351
-13% -$38.2K 0.02% 189
2026
Q1 		$303K Sell
2,779
-13
-0.5% -$1.43K 0.02% 138
2025
Q4 		$308K Sell
2,792
-454
-14% -$50.5K 0.03% 139
2025
Q3 		$362K Sell
3,246
-92
-3% -$10.1K 0.03% 123
2025
Q2 		$366K Sell
3,338
-893
-21% -$95.8K 0.04% 120
2025
Q1 		$460K Sell
4,231
-3,126
-42% -$337K 0.06% 97
2024
Q4 		$786K Sell
7,357
-2,204
-23% -$241K 0.09% 70
2024
Q3 		$1.08M Buy
9,561
+1,646
+21% +$182K 0.13% 54
2024
Q2 		$848K Sell
7,915
-401
-5% -$42.8K 0.12% 60
2024
Q1 		$906K Buy
8,316
+2,431
+41% +$264K 0.13% 57
2023
Q4 		$651K Buy
+5,885
New +$613K 0.1% 67

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

Winthrop Advisory Group's LQD Position: Q2 2026 in Review

Winthrop Advisory Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q2 2026, selling an estimated $38.2K and leaving 2,428 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #189.

Winthrop Advisory Group first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Winthrop Advisory Group held 2,428 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $265K as of Q2 2026.
  • Winthrop Advisory Group sold 351 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #189 holding.
  • Winthrop 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.
  • Winthrop Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.08M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.