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 Q2	$432K	Sell	3,962 -149	-4%	-$16.2K	0.21%	116
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 $1.55T 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

Axis Wealth Partners's LQD Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q2 2026, selling an estimated $16.2K and leaving 3,962 shares worth $432K. The position accounts for 0.21% of the portfolio, ranked #116.

Axis Wealth Partners first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Axis Wealth Partners held 3,962 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $432K as of Q2 2026.
Axis Wealth Partners sold 149 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Axis Wealth Partners's portfolio in Q2 2026, its #116 holding.
Axis Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $735K in Q4 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.