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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
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

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

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

BankPlus Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, buying an estimated $396K and bringing the position to 36,155 shares worth $3.94M. The position accounts for 1.77% of the portfolio, ranked #12.

BankPlus Wealth Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • BankPlus Wealth Management held 36,155 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.94M as of Q2 2026.
  • BankPlus Wealth Management bought 3,637 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $396K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.77% of BankPlus Wealth Management's portfolio in Q2 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 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.