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

BankPlus 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 Q3	$4M	Buy	39,184 +3,029	+8%	+$321K	1.75%	12
2026 Q2	$3.94M	Buy	36,155 +3,637	+11%	+$396K	1.77%	12
2026 Q1	$3.54M	Buy	32,518 +7,465	+30%	+$823K	1.83%	10
2025 Q4	$2.76M	Buy	25,053 +2,355	+10%	+$262K	1.52%	14
2025 Q3	$2.53M	Buy	22,698 +2,328	+11%	+$256K	1.49%	12
2025 Q2	$2.23M	Buy	20,370 +3,873	+23%	+$416K	1.48%	12
2025 Q1	$1.79M	Buy	16,497 +4,536	+38%	+$489K	1.32%	11
2024 Q4	$1.28M	Buy	+11,961	New	+$1.31M	0.95%	18

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

BankPlus Wealth Management's LQD Position: Q3 2026 in Review

BankPlus Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.4% in Q3 2026, buying an estimated $321K and bringing the position to 39,184 shares worth $4M. The position accounts for 1.75% of the portfolio, ranked #12.

BankPlus Wealth Management first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. 674 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

BankPlus Wealth Management held 39,184 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4M as of Q3 2026.
BankPlus Wealth Management bought 3,029 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $321K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.75% of BankPlus Wealth Management's portfolio in Q3 2026, its #12 holding.
BankPlus Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
674 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.