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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
2020
Q4 		– Sell
-11,000
Closed -$3K – 1394
2020
Q3 		$3K Buy
+11,000
New +$1.5M ﹤0.01% 1266

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.