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

Atlantic 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 Q2	$4.02K	Buy	37 +1	+3%	+$109	﹤0.01%	198
2026 Q1	$3.97K	Hold	36	–	–	﹤0.01%	211
2025 Q4	$3.99K	Hold	36	–	–	﹤0.01%	215
2025 Q3	$3.98K	Buy	36 +1	+3%	+$110	﹤0.01%	202
2025 Q2	$3.87K	Hold	35	–	–	﹤0.01%	199
2025 Q1	$3.79K	Hold	35	–	–	﹤0.01%	195
2024 Q4	$3.7K	Buy	35 +1	+3%	+$109	﹤0.01%	185
2024 Q3	$3.85K	Buy	+34	New	+$3.76K	﹤0.01%	166

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

Atlantic Private Wealth's LQD Position: Q2 2026 in Review

Atlantic Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q2 2026, buying an estimated $109 and bringing the position to 37 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Atlantic Private Wealth first reported a position in LQD in Q3 2024 and has held it in 8 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Atlantic Private Wealth held 37 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.02K as of Q2 2026.
Atlantic Private Wealth bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #198 holding.
Atlantic Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.