Alpha Wealth Funds’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Alpha Wealth Funds’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	$2.15M	Sell	19,677 -261	-1%	-$28.4K	1.17%	4
2026 Q1	$2.17M	Sell	19,938 -30,169	-60%	-$3.33M	1.46%	6
2025 Q4	$5.52M	Buy	50,107 +19,000	+61%	+$2.11M	3.41%	3
2025 Q3	$3.47M	Sell	31,107 -2,000	-6%	-$220K	2.54%	4
2025 Q2	$3.63M	Buy	33,107 +9,005	+37%	+$966K	3.05%	5
2025 Q1	$2.62M	Buy	24,102 +1,617	+7%	+$174K	2.64%	4
2024 Q4	$2.4M	Buy	+22,485	New	+$2.46M	2.31%	8

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

Alpha Wealth Funds's LQD Position: Q2 2026 in Review

Alpha Wealth Funds reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q2 2026, selling an estimated $28.4K and leaving 19,677 shares worth $2.15M. The position accounts for 1.17% of the portfolio, ranked #4.

Alpha Wealth Funds first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.52M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Alpha Wealth Funds held 19,677 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.15M as of Q2 2026.
Alpha Wealth Funds sold 261 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.17% of Alpha Wealth Funds's portfolio in Q2 2026, its #4 holding.
Alpha Wealth Funds first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Alpha Wealth Funds's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.52M in Q4 2025.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.