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

Ameliora 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	$161K	Hold	1,475	–	–	0.05%	115
2026 Q1	$161K	Hold	1,475	–	–	0.05%	107
2025 Q4	$163K	Hold	1,475	–	–	0.05%	105
2025 Q3	$164K	Hold	1,475	–	–	0.05%	111
2025 Q2	$162K	Hold	1,475	–	–	0.06%	112
2025 Q1	$160K	Hold	1,475	–	–	0.06%	108
2024 Q4	$158K	Buy	+1,475	New	+$161K	0.06%	113
2023 Q1	–	Sell	-4,700	Closed	-$496K	–	242
2022 Q4	$496K	Hold	4,700	–	–	0.27%	49
2022 Q3	$475K	Buy	+4,700	New	+$518K	0.26%	51

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

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

Ameliora Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,475 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #115.

Ameliora Wealth Management first reported a position in LQD in Q3 2022 and has held it in 9 quarters since. The position peaked at $496K in Q4 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Ameliora Wealth Management held 1,475 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $161K as of Q2 2026.
Ameliora Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Ameliora Wealth Management's portfolio in Q2 2026, its #115 holding.
Ameliora Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 9 quarters since.
Ameliora Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $496K in Q4 2022.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.