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

Bartlett & Co 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 		$16.1K Hold
148
– – ﹤0.01% 920
2026
Q1 		$16K Hold
148
– – ﹤0.01% 852
2025
Q4 		$16.3K Sell
148
-1,170
-89% -$130K ﹤0.01% 857
2025
Q3 		$147K Buy
1,318
+40
+3% +$4.4K ﹤0.01% 490
2025
Q2 		$140K Buy
1,278
+60
+5% +$6.44K ﹤0.01% 487
2025
Q1 		$132K Sell
1,218
-10
-0.8% -$1.08K ﹤0.01% 500
2024
Q4 		$131K Sell
1,228
-247
-17% -$27K ﹤0.01% 506
2024
Q3 		$167K Sell
1,475
-26
-2% -$2.88K ﹤0.01% 472
2024
Q2 		$161K Buy
1,501
+30
+2% +$3.2K ﹤0.01% 464
2024
Q1 		$160K Sell
1,471
-484
-25% -$52.6K ﹤0.01% 487
2023
Q4 		$217K Hold
1,955
– – ﹤0.01% 460
2023
Q3 		$199K Sell
1,955
-20
-1% -$2.11K ﹤0.01% 445
2023
Q2 		$214K Buy
1,975
+462
+31% +$50K ﹤0.01% 444
2023
Q1 		$166K Sell
1,513
-116
-7% -$12.6K ﹤0.01% 400
2022
Q4 		$172K Sell
1,629
-813
-33% -$85.1K ﹤0.01% 405
2022
Q3 		$250K Buy
2,442
+27
+1% +$2.98K 0.01% 346
2022
Q2 		$266K Hold
2,415
– – 0.01% 338
2022
Q1 		$292K Sell
2,415
-705
-23% -$87.9K 0.01% 348
2021
Q4 		$413K Sell
3,120
-295
-9% -$39.2K 0.01% 316
2021
Q3 		$454K Hold
3,415
– – 0.01% 266
2021
Q2 		$459K Sell
3,415
-430
-11% -$56.7K 0.01% 267
2021
Q1 		$500K Buy
3,845
+443
+13% +$58.9K 0.01% 260
2020
Q4 		$470K Buy
3,402
+34
+1% +$4.63K 0.01% 260
2020
Q3 		$454K Buy
3,368
+1,000
+42% +$136K 0.01% 249
2020
Q2 		$318K Sell
2,368
-75
-3% -$9.75K 0.01% 275
2020
Q1 		$302K Buy
2,443
+513
+27% +$65.4K 0.01% 265
2019
Q4 		$247K Hold
1,930
– – 0.01% 311
2019
Q3 		$246K Hold
1,930
– – 0.01% 302
2019
Q2 		$240K Buy
1,930
+40
+2% +$4.8K 0.01% 245
2019
Q1 		$225K Sell
1,890
-375
-17% -$43.4K 0.01% 245
2018
Q4 		$256K Buy
2,265
+850
+60% +$95.6K 0.01% 234
2018
Q3 		$163K Hold
1,415
– – 0.01% 275
2018
Q2 		$162K Hold
1,415
– – 0.01% 269
2018
Q1 		$166K Buy
+1,415
New +$167K 0.01% 265

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

Bartlett & Co Wealth Management's LQD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 148 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Bartlett & Co Wealth Management first reported a position in LQD in Q1 2018 and has held it in 34 quarters since. The position peaked at $500K in Q1 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Bartlett & Co Wealth Management held 148 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $16.1K as of Q2 2026.
  • Bartlett & Co 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 ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #920 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $500K in Q1 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.