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Birchwood Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Birchwood Financial Partners’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 		– Sell
-58
Closed -$6.39K – 363
2025
Q4 		$6.39K Buy
+58
New +$6.45K 0.01% 299

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MYLI
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Birchwood Financial Partners's LQD Position: Q1 2026 in Review

Birchwood Financial Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 58 shares — an estimated $6.39K sold.

Birchwood Financial Partners first reported a position in LQD in Q4 2025 and held it in 1 quarter. The position peaked at $6.39K in Q4 2025. 1,102 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Birchwood Financial Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 58 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $6.39K.
  • Birchwood Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.39K in Q4 2025.
  • 1,102 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.