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

Apollon 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
Q1 		$974K Sell
8,933
-27
-0.3% -$2.98K 0.02% 615
2025
Q4 		$987K Sell
8,960
-121
-1% -$13.5K 0.02% 575
2025
Q3 		$1.01M Sell
9,081
-2,299
-20% -$253K 0.02% 562
2025
Q2 		$1.25M Buy
11,380
+89
+0.8% +$9.55K 0.02% 491
2025
Q1 		$1.23M Sell
11,291
-8,304
-42% -$895K 0.03% 449
2024
Q4 		$2.09M Buy
19,595
+503
+3% +$55K 0.05% 329
2024
Q3 		$2.16M Sell
19,092
-2,180
-10% -$241K 0.06% 290
2024
Q2 		$2.28M Buy
21,272
+2,236
+12% +$239K 0.07% 254
2024
Q1 		$2.07M Buy
19,036
+1,685
+10% +$183K 0.07% 279
2023
Q4 		$1.92M Buy
17,351
+3,720
+27% +$387K 0.07% 269
2023
Q3 		$1.39M Sell
13,631
-738
-5% -$77.8K 0.07% 279
2023
Q2 		$1.55M Buy
14,369
+1,804
+14% +$195K 0.07% 271
2023
Q1 		$1.38M Buy
12,565
+4,065
+48% +$440K 0.08% 251
2022
Q4 		$896K Sell
8,500
-28
-0.3% -$2.93K 0.06% 336
2022
Q3 		$874K Buy
8,528
+456
+6% +$50.3K 0.07% 292
2022
Q2 		$888K Sell
8,072
-135
-2% -$15.2K 0.07% 295
2022
Q1 		$993K Sell
8,207
-1,624
-17% -$203K 0.07% 281
2021
Q4 		$1.32M Buy
+9,831
New +$1.31M 0.1% 230
2020
Q4 		– Sell
-1,703
Closed -$229K – 234
2020
Q3 		$229K Buy
1,703
+1,479
+660% +$202K 0.1% 136
2020
Q2 		$30K Buy
+224
New +$29.1K 0.02% 310
2019
Q3 		– Sell
-554
Closed -$69K – 91
2019
Q2 		$69K Buy
+554
New +$66.5K 0.08% 84

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Apollon Wealth Management's LQD Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.3% in Q1 2026, selling an estimated $2.98K and leaving 8,933 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #615.

Apollon Wealth Management first reported a position in LQD in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.28M in Q2 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Apollon Wealth Management held 8,933 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $974K as of Q1 2026.
  • Apollon Wealth Management sold 27 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.98K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #615 holding.
  • Apollon Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 21 quarters since.
  • Apollon Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.28M in Q2 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.