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

AE 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
Q1 		$580K Sell
5,325
-19,208
-78% -$2.12M ﹤0.01% 1036
2025
Q4 		$2.7M Buy
24,533
+2,369
+11% +$263K 0.02% 524
2025
Q3 		$2.47M Buy
22,164
+16,091
+265% +$1.77M 0.02% 510
2025
Q2 		$666K Buy
6,073
+1,050
+21% +$113K ﹤0.01% 832
2025
Q1 		$546K Sell
5,023
-17,486
-78% -$1.88M ﹤0.01% 891
2024
Q4 		$2.4M Buy
22,509
+2,985
+15% +$327K 0.02% 486
2024
Q3 		$2.21M Buy
19,524
+1,854
+10% +$205K 0.02% 503
2024
Q2 		$1.89M Sell
17,670
-7,366
-29% -$786K 0.02% 532
2024
Q1 		$2.73M Sell
25,036
-47,432
-65% -$5.15M 0.03% 418
2023
Q4 		$7.91M Sell
72,468
-101,938
-58% -$10.6M 0.04% 457
2023
Q3 		$17.8M Buy
174,406
+7,261
+4% +$766K 0.11% 209
2023
Q2 		$18.1M Buy
167,145
+51,936
+45% +$5.62M 0.11% 223
2023
Q1 		$12.6M Buy
115,209
+16,831
+17% +$1.82M 0.08% 294
2022
Q4 		$10.4M Buy
98,378
+2,401
+3% +$251K 0.08% 311
2022
Q3 		$9.83M Sell
95,977
-10,207
-10% -$1.13M 0.08% 274
2022
Q2 		$11.7M Buy
106,184
+1,114
+1% +$126K 0.09% 241
2022
Q1 		$12.7M Buy
105,070
+5,586
+6% +$697K 0.09% 239
2021
Q4 		$13.2M Buy
99,484
+647
+0.7% +$86K 0.09% 216
2021
Q3 		$13.1M Buy
98,837
+21,602
+28% +$2.92M 0.11% 199
2021
Q2 		$10.4M Sell
77,235
-80,302
-51% -$10.6M 0.09% 217
2021
Q1 		$20.5M Sell
157,537
-73,170
-32% -$9.73M 0.21% 107
2020
Q4 		$31.9M Sell
230,707
-37,601
-14% -$5.12M 0.36% 62
2020
Q3 		$36.1M Buy
268,308
+5,033
+2% +$686K 0.52% 33
2020
Q2 		$35.4M Buy
263,275
+100,417
+62% +$13.1M 0.55% 31
2020
Q1 		$20.1M Buy
162,858
+116,919
+255% +$14.9M 0.46% 38
2019
Q4 		$5.88M Sell
45,939
-2,826
-6% -$360K 0.13% 153
2019
Q3 		$6.22M Sell
48,765
-5,692
-10% -$717K 0.18% 107
2019
Q2 		$6.77M Buy
54,457
+45,820
+531% +$5.5M 0.2% 90
2019
Q1 		$1.03M Buy
8,637
+793
+10% +$91.9K 0.07% 213
2018
Q4 		$885K Sell
7,844
-2,119
-21% -$238K 0.15% 163
2018
Q3 		$1.15M Buy
9,963
+7,263
+269% +$837K 0.06% 198
2018
Q2 		$309K Buy
2,700
+255
+10% +$29.4K 0.02% 327
2018
Q1 		$287K Sell
2,445
-434
-15% -$51.3K 0.02% 336
2017
Q4 		$350K Buy
2,879
+391
+16% +$47.3K 0.03% 285
2017
Q3 		$302K Sell
2,488
-1,184
-32% -$143K 0.03% 309
2017
Q2 		$443K Buy
3,672
+47
+1% +$5.62K 0.05% 246
2017
Q1 		$427K Buy
3,625
+205
+6% +$24.1K 0.08% 187
2016
Q4 		$401K Buy
+3,420
New +$406K 0.16% 131

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

AE Wealth Management's LQD Position: Q1 2026 in Review

AE Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 78% in Q1 2026, selling an estimated $2.12M and leaving 5,325 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

AE Wealth Management first reported a position in LQD in Q4 2016 and has held it in 38 quarters since. The position peaked at $36.1M in Q3 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • AE Wealth Management held 5,325 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $580K as of Q1 2026.
  • AE Wealth Management sold 19,208 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.12M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1036 holding.
  • AE Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $36.1M in Q3 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.