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

Worth 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 		$447K Buy
+4,095
New +$446K 0.19% 120
2026
Q1 		– Sell
-12,440
Closed -$1.37M – 127
2025
Q4 		$1.37M Buy
+12,440
New +$1.38M 0.66% 34
2025
Q2 		– Sell
-13,694
Closed -$1.49M – 164
2025
Q1 		$1.49M Sell
13,694
-452
-3% -$48.7K 0.95% 25
2024
Q4 		$1.51M Sell
14,146
-230
-2% -$25.2K 0.93% 23
2024
Q3 		$1.62M Buy
14,376
+282
+2% +$31.2K 0.95% 22
2024
Q2 		$1.51M Buy
14,094
+814
+6% +$86.9K 0.99% 23
2024
Q1 		$1.45M Buy
13,280
+608
+5% +$66.1K 1% 23
2023
Q4 		$1.4M Buy
12,672
+226
+2% +$23.5K 1.12% 21
2023
Q3 		$1.27M Buy
12,446
+794
+7% +$83.7K 1.15% 21
2023
Q2 		$1.26M Buy
11,652
+44
+0.4% +$4.76K 1.17% 20
2023
Q1 		$1.27M Buy
11,608
+1,505
+15% +$163K 1.22% 19
2022
Q4 		$1.07M Buy
+10,103
New +$1.06M 1.24% 18

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

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

Worth Financial Advisory Group opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 4,095 shares worth $447K. The stake represents 0.19% of the portfolio and ranks #120 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in LQD as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in LQD in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.62M in Q3 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Worth Financial Advisory Group held 4,095 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $447K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Worth Financial Advisory Group position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of Worth Financial Advisory Group's portfolio in Q2 2026, its #120 holding.
  • Worth Financial Advisory Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • Worth Financial Advisory Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.62M in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.