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

Barnes Dennig Private 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 		$18.8K Hold
172
– – 0.02% 223
2026
Q1 		$18.7K Hold
172
– – 0.02% 215
2025
Q4 		$19K Hold
172
– – 0.02% 208
2025
Q3 		$19.2K Buy
+172
New +$18.9K 0.02% 196

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

Barnes Dennig Private Wealth Management's LQD Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 172 shares worth $18.8K. The position accounts for 0.02% of the portfolio, ranked #223.

Barnes Dennig Private Wealth Management first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.2K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 172 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $18.8K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Barnes Dennig Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Barnes Dennig Private Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $19.2K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.