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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

World Investment Advisors's LQD Position: Q1 2026 in Review

World Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 20% in Q1 2026, buying an estimated $752K and bringing the position to 41,537 shares worth $4.53M. 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 17 quarters since. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • World Investment Advisors held 41,537 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.53M as of Q1 2026.
  • World Investment Advisors bought 6,820 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $752K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of World Investment Advisors's portfolio in Q1 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 17 quarters since.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.