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 Q2	$10.9M	Buy	99,972 +14,730	+17%	+$1.6M	3.28%	4
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 $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

BCS Private Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 17% in Q2 2026, buying an estimated $1.6M and bringing the position to 99,972 shares worth $10.9M. The position accounts for 3.28% of the portfolio, ranked #4.

BCS Private Wealth Management first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

BCS Private Wealth Management held 99,972 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.9M as of Q2 2026.
BCS Private Wealth Management bought 14,730 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.6M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.28% of BCS Private Wealth Management's portfolio in Q2 2026, its #4 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 5 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.