Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ashton Thomas Private 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
Q3 		$6.84M Buy
66,923
+1,694
+3% +$180K 0.14% 163
2026
Q2 		$7.11M Sell
65,229
-94,151
-59% -$10.3M 0.15% 144
2026
Q1 		$17.4M Buy
159,380
+13,003
+9% +$1.43M 0.41% 58
2025
Q4 		$16.1M Buy
146,377
+1,460
+1% +$162K 0.39% 57
2025
Q3 		$16.2M Buy
144,917
+141,395
+4,015% +$15.5M 0.42% 51
2025
Q2 		$386K Sell
3,522
-635
-15% -$68.1K 0.01% 631
2025
Q1 		$452K Buy
4,157
+1,113
+37% +$120K 0.02% 573
2024
Q4 		$325K Buy
3,044
+208
+7% +$22.8K 0.01% 614
2024
Q3 		$320K Buy
2,836
+123
+5% +$13.6K 0.02% 500
2024
Q2 		$291K Sell
2,713
-527
-16% -$56.2K 0.02% 492
2024
Q1 		$353K Sell
3,240
-4,314
-57% -$469K 0.02% 473
2023
Q4 		$836K Buy
7,554
+3,535
+88% +$368K 0.05% 323
2023
Q3 		$410K Sell
4,019
-1,881
-32% -$198K 0.03% 428
2023
Q2 		$638K Sell
5,900
-13,020
-69% -$1.41M 0.05% 360
2023
Q1 		$2.07M Buy
18,920
+13,737
+265% +$1.49M 0.18% 153
2022
Q4 		$546K Buy
5,183
+1,017
+24% +$106K 0.05% 333
2022
Q3 		$427K Sell
4,166
-125
-3% -$13.8K 0.05% 339
2022
Q2 		$472K Sell
4,291
-635
-13% -$71.7K 0.05% 319
2022
Q1 		$596K Sell
4,926
-3,867
-44% -$482K 0.05% 330
2021
Q4 		$1.17M Buy
8,793
+4,321
+97% +$574K 0.11% 208
2021
Q3 		$595K Buy
4,472
+821
+22% +$111K 0.09% 237
2021
Q2 		$491K Buy
3,651
+1,227
+51% +$162K 0.07% 246
2021
Q1 		$315K Sell
2,424
-16,138
-87% -$2.15M 0.05% 261
2020
Q4 		$2.56M Sell
18,562
-12,757
-41% -$1.74M 0.49% 53
2020
Q3 		$4.22M Buy
31,319
+7,376
+31% +$1.01M 1.06% 16
2020
Q2 		$3.22M Buy
23,943
+12,062
+102% +$1.57M 0.96% 19
2020
Q1 		$1.47M Buy
11,881
+7,866
+196% +$1M 0.6% 43
2019
Q4 		$514K Sell
4,015
-1,363
-25% -$174K 0.17% 139
2019
Q3 		$686K Sell
5,378
-26,876
-83% -$3.39M 0.29% 86
2019
Q2 		$4.01M Buy
32,254
+10,163
+46% +$1.22M 1.54% 12
2019
Q1 		$2.63M Buy
+22,091
New +$2.56M 1.08% 22

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ashton Thomas Private Wealth's LQD Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.6% in Q3 2026, buying an estimated $180K and bringing the position to 66,923 shares worth $6.84M. The position accounts for 0.14% of the portfolio, ranked #163.

Ashton Thomas Private Wealth first reported a position in LQD in Q1 2019 and has held it in 31 quarters since. The position peaked at $17.4M in Q1 2026. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Ashton Thomas Private Wealth held 66,923 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.84M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 1,694 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $180K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #163 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Ashton Thomas Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.4M in Q1 2026.
  • 699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.