Axis Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Axis Wealth Partners’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	$448K	Sell	4,111 -9	-0.2%	-$992	0.24%	109
2025 Q4	$454K	Sell	4,120 -508	-11%	-$56.5K	0.25%	112
2025 Q3	$516K	Sell	4,628 -51	-1%	-$5.61K	0.3%	95
2025 Q2	$513K	Sell	4,679 -1,220	-21%	-$131K	0.34%	85
2025 Q1	$641K	Sell	5,899 -982	-14%	-$106K	0.47%	60
2024 Q4	$735K	Buy	+6,881	New	+$753K	0.62%	48

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Axis Wealth Partners's LQD Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.22% in Q1 2026, selling an estimated $992 and leaving 4,111 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #109.

Axis Wealth Partners first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $735K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Axis Wealth Partners held 4,111 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $448K as of Q1 2026.
Axis Wealth Partners sold 9 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $992.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.24% of Axis Wealth Partners's portfolio in Q1 2026, its #109 holding.
Axis Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Axis Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $735K in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.