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

BCS 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 Q1	$9.29M	Buy	85,242 +26,462	+45%	+$2.92M	2.82%	5
2025 Q4	$6.48M	Buy	58,780 +20,620	+54%	+$2.29M	2.21%	9
2025 Q3	$4.25M	Sell	38,160 -4,750	-11%	-$522K	1.52%	18
2025 Q2	$4.7M	Buy	+42,910	New	+$4.6M	1.77%	13

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BCS Private Wealth Management's LQD Position: Q1 2026 in Review

BCS Private Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 45% in Q1 2026, buying an estimated $2.92M and bringing the position to 85,242 shares worth $9.29M. The position accounts for 2.82% of the portfolio, ranked #5.

BCS Private Wealth Management first reported a position in LQD in Q2 2025 and has held it in 4 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

BCS Private Wealth Management held 85,242 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.29M as of Q1 2026.
BCS Private Wealth Management bought 26,462 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.92M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.82% of BCS Private Wealth Management's portfolio in Q1 2026, its #5 holding.
BCS Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.