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

Alteri Wealth’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	–	Sell	-13,043	Closed	-$1.44M	–	299
2025 Q4	$1.44M	Buy	13,043 +1,004	+8%	+$112K	0.47%	41
2025 Q3	$1.34M	Buy	12,039 +1,678	+16%	+$184K	0.46%	44
2025 Q2	$1.14M	Buy	10,361 +1,475	+17%	+$158K	0.44%	47
2025 Q1	$966K	Buy	8,886 +6,761	+318%	+$728K	0.42%	59
2024 Q4	$227K	Buy	+2,125	New	+$233K	0.06%	220

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Alteri Wealth's LQD Position: Q1 2026 in Review

Alteri Wealth sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 13,043 shares — an estimated $1.44M sold.

Alteri Wealth first reported a position in LQD in Q4 2024 and held it in 5 quarters. The position peaked at $1.44M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Alteri Wealth reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Alteri Wealth sold 13,043 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.44M.
Alteri Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Alteri Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.44M in Q4 2025.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.