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

Alterna 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	$1.14M	Sell	10,484 -14,044	-57%	-$1.53M	0.66%	44
2026 Q1	$2.67M	Buy	24,528 +1,914	+8%	+$211K	2.03%	14
2025 Q4	$2.49M	Sell	22,614 -945	-4%	-$105K	2.08%	15
2025 Q3	$2.63M	Sell	23,559 -859	-4%	-$94.4K	2.16%	14
2025 Q2	$2.68M	Buy	24,418 +2,354	+11%	+$253K	2.14%	12
2025 Q1	$2.4M	Buy	22,064 +529	+2%	+$57K	1.82%	16
2024 Q4	$2.3M	Buy	21,535 +1,367	+7%	+$150K	1.94%	15
2024 Q3	$2.28M	Sell	20,168 -798	-4%	-$88.3K	2.05%	13
2024 Q2	$2.25M	Buy	20,966 +2,756	+15%	+$294K	1.97%	14
2024 Q1	$1.98M	Sell	18,210 -253	-1%	-$27.5K	1.61%	14
2023 Q4	$2.04M	Buy	18,463 +150	+0.8%	+$15.6K	2.46%	11
2023 Q3	$1.87M	Buy	18,313 +3,456	+23%	+$364K	2.39%	12
2023 Q2	$1.61M	Hold	14,857	–	–	1.86%	15
2023 Q1	$1.63M	Sell	14,857 -12,850	-46%	-$1.39M	2.04%	15
2022 Q4	$2.93M	Buy	27,707 +5,146	+23%	+$539K	3.29%	10
2022 Q3	$2.31M	Buy	22,561 +829	+4%	+$91.4K	2.74%	11
2022 Q2	$2.39M	Buy	21,732 +4,651	+27%	+$525K	2.43%	11
2022 Q1	$2.07M	Sell	17,081 -6,229	-27%	-$777K	1.74%	16
2021 Q4	$3.09M	Buy	+23,310	New	+$3.1M	2.57%	12
2020 Q4	$3.19M	Buy	23,128 +8,901	+63%	+$1.21M	4.03%	5
2020 Q3	$1.92M	Sell	14,227 -13,602	-49%	-$1.85M	2.78%	10
2020 Q2	$3.74M	Buy	27,829 +17,322	+165%	+$2.25M	4.47%	4
2020 Q1	$1.3M	Sell	10,507 -1,666	-14%	-$212K	1.88%	19
2019 Q4	$1.56M	Sell	12,173 -8,094	-40%	-$1.03M	1.73%	17
2019 Q3	$2.58M	Buy	20,267 +1,306	+7%	+$165K	3.05%	6
2019 Q2	$2.36M	Buy	18,961 +7,139	+60%	+$857K	2.83%	6
2019 Q1	$1.41M	Buy	11,822 +8,729	+282%	+$1.01M	1.19%	33
2018 Q4	$349K	Buy	+3,093	New	+$348K	0.06%	229

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 57% in Q2 2026, selling an estimated $1.53M and leaving 10,484 shares worth $1.14M. The position accounts for 0.66% of the portfolio, ranked #44.

Alterna Wealth Management first reported a position in LQD in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.74M in Q2 2020. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Alterna Wealth Management held 10,484 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.14M as of Q2 2026.
Alterna Wealth Management sold 14,044 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.53M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.66% of Alterna Wealth Management's portfolio in Q2 2026, its #44 holding.
Alterna Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 28 quarters since.
Alterna Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.74M in Q2 2020.
324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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