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

Beaird Harris 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	$21.6K	Hold	198	–	–	﹤0.01%	332
2026 Q1	$21.6K	Hold	198	–	–	﹤0.01%	310
2025 Q4	$21.8K	Hold	198	–	–	﹤0.01%	331
2025 Q3	$22.1K	Hold	198	–	–	﹤0.01%	322
2025 Q2	$21.7K	Hold	198	–	–	﹤0.01%	323
2025 Q1	$21.5K	Sell	198 -138	-41%	-$14.9K	﹤0.01%	306
2024 Q4	$35.9K	Hold	336	–	–	﹤0.01%	255
2024 Q3	$38K	Hold	336	–	–	﹤0.01%	249
2024 Q2	$36K	Hold	336	–	–	﹤0.01%	250
2024 Q1	$36.6K	Hold	336	–	–	﹤0.01%	225
2023 Q4	$37.2K	Hold	336	–	–	﹤0.01%	207
2023 Q3	$34.3K	Hold	336	–	–	﹤0.01%	195
2023 Q2	$36.3K	Hold	336	–	–	﹤0.01%	186
2023 Q1	$36.8K	Hold	336	–	–	0.01%	186
2022 Q4	$35.4K	Sell	336 -418	-55%	-$43.8K	0.01%	198
2022 Q3	$77K	Hold	754	–	–	0.02%	130
2022 Q2	$83K	Hold	754	–	–	0.02%	108
2022 Q1	$91K	Hold	754	–	–	0.03%	144
2021 Q4	$100K	Buy	+754	New	+$100K	0.04%	164

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

Beaird Harris Wealth Management's LQD Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 198 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Beaird Harris Wealth Management first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $100K in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Beaird Harris Wealth Management held 198 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.6K as of Q2 2026.
Beaird Harris 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 Beaird Harris Wealth Management's portfolio in Q2 2026, its #332 holding.
Beaird Harris Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $100K in Q4 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.