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 Q3	$151K	Hold	1,475	–	–	0.04%	118
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ameliora Wealth Management's LQD Position: Q3 2026 in Review

Ameliora Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 1,475 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #118.

Ameliora Wealth Management first reported a position in LQD in Q3 2022 and has held it in 10 quarters since. The position peaked at $496K in Q4 2022. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Ameliora Wealth Management held 1,475 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $151K as of Q3 2026.
Ameliora Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Ameliora Wealth Management's portfolio in Q3 2026, its #118 holding.
Ameliora Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 10 quarters since.
Ameliora Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $496K in Q4 2022.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.