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

World Investment 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 		$4.45M Sell
40,760
-777
-2% -$84.7K 0.07% 284
2026
Q1 		$4.53M Buy
41,537
+6,820
+20% +$752K 0.07% 284
2025
Q4 		$3.83M Buy
34,717
+24,612
+244% +$2.74M 0.06% 316
2025
Q3 		$1.13M Buy
10,105
+1,102
+12% +$121K 0.02% 534
2025
Q2 		$987K Sell
9,003
-4,031
-31% -$433K 0.02% 525
2025
Q1 		$1.42M Buy
13,034
+1,555
+14% +$168K 0.04% 423
2024
Q4 		$1.23M Buy
11,479
+3
+0% +$328 0.03% 421
2024
Q3 		$1.3M Buy
11,476
+9,037
+371% +$1,000K 0.04% 378
2024
Q2 		$261K Buy
+2,439
New +$260K 0.02% 531
2024
Q1 		– Sell
-7,733
Closed -$856K – 440
2023
Q4 		$856K Sell
7,733
-1,545
-17% -$161K 0.11% 160
2023
Q3 		$947K Buy
+9,278
New +$978K 0.19% 96
2022
Q1 		– Sell
-6,598
Closed -$818K – 278
2021
Q4 		$818K Buy
6,598
+14
+0.2% +$1.86K 0.17% 104
2021
Q3 		$876K Sell
6,584
-216
-3% -$29.2K 0.2% 86
2021
Q2 		$914K Sell
6,800
-2,504
-27% -$330K 0.21% 82
2021
Q1 		$1.21M Sell
9,304
-8,111
-47% -$1.08M 0.29% 63
2020
Q4 		$2.35M Buy
17,415
+11,068
+174% +$1.51M 0.59% 32
2020
Q3 		$855K Buy
6,347
+231
+4% +$31.5K 0.29% 57
2020
Q2 		$839K Buy
+6,116
New +$795K 0.29% 55

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

World Investment Advisors's LQD Position: Q2 2026 in Review

World Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.9% in Q2 2026, selling an estimated $84.7K and leaving 40,760 shares worth $4.45M. The position accounts for 0.07% of the portfolio, ranked #284.

World Investment Advisors first reported a position in LQD in Q2 2020 and has held it in 18 quarters since. The position peaked at $4.53M in Q1 2026. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • World Investment Advisors held 40,760 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.45M as of Q2 2026.
  • World Investment Advisors sold 777 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $84.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • World Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • World Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.53M in Q1 2026.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.