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

Axxcess 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
Q2 		$7.39M Buy
+67,784
New +$7.39M 0.12% 179
2024
Q1 		– Sell
-11,688
Closed -$1.29M – 905
2023
Q4 		$1.29M Buy
11,688
+9,646
+472% +$1M 0.04% 312
2023
Q3 		$208K Sell
2,042
-326
-14% -$34.4K 0.01% 722
2023
Q2 		$256K Sell
2,368
-8,953
-79% -$968K 0.02% 490
2023
Q1 		$1.24M Buy
11,321
+4,586
+68% +$497K 0.09% 199
2022
Q4 		$710K Buy
6,735
+1,187
+21% +$124K 0.06% 288
2022
Q3 		$568K Sell
5,548
-2,428
-30% -$268K 0.05% 292
2022
Q2 		$878K Sell
7,976
-6,019
-43% -$680K 0.08% 207
2022
Q1 		$1.69M Buy
13,995
+3,377
+32% +$421K 0.13% 136
2021
Q4 		$1.41M Buy
+10,618
New +$1.41M 0.1% 160

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Axxcess Wealth Management's LQD Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 67,784 shares worth $7.39M. The stake represents 0.12% of the portfolio and ranks #179 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LQD as recently as Q4 2023.

Axxcess Wealth Management first reported a position in LQD in Q4 2021 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Axxcess Wealth Management held 67,784 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.39M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Axxcess Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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