Activest Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Activest Wealth Management’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	$514K	Buy	4,716 +3,994	+553%	+$435K	0.1%	70
2026 Q1	$78.6K	Sell	722 -1,053	-59%	-$116K	0.01%	266
2025 Q4	$196K	Buy	1,775 +836	+89%	+$92.9K	0.04%	149
2025 Q3	$105K	Buy	939 +4	+0.4%	+$440	0.02%	178
2025 Q2	$102K	Buy	935 +408	+77%	+$43.8K	0.02%	145
2025 Q1	$57.3K	Hold	527	–	–	0.02%	186
2024 Q4	$56.3K	Hold	527	–	–	0.02%	160
2024 Q3	$59.5K	Hold	527	–	–	0.02%	156
2024 Q2	$56.5K	Hold	527	–	–	0.02%	154
2024 Q1	$57.4K	Hold	527	–	–	0.03%	105
2023 Q4	$58.3K	Hold	527	–	–	0.03%	87
2023 Q3	$53.8K	Buy	+527	New	+$55.6K	0.03%	88
2023 Q2	–	Sell	-301	Closed	-$33K	–	369
2023 Q1	$33K	Buy	+301	New	+$32.6K	0.02%	100
2022 Q3	–	Sell	-699	Closed	-$77K	–	549
2022 Q2	$77K	Buy	699 +386	+123%	+$43.6K	0.05%	75
2022 Q1	$38K	Buy	+313	New	+$39K	0.02%	119

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Activest Wealth Management's LQD Position: Q2 2026 in Review

Activest Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 553% in Q2 2026, buying an estimated $435K and bringing the position to 4,716 shares worth $514K. The position accounts for 0.1% of the portfolio, ranked #70.

Activest Wealth Management first reported a position in LQD in Q1 2022 and has held it in 15 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Activest Wealth Management held 4,716 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $514K as of Q2 2026.
Activest Wealth Management bought 3,994 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $435K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Activest Wealth Management's portfolio in Q2 2026, its #70 holding.
Activest Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.