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

BlueDoor Private Wealth’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	$274K	Sell	2,512 -151	-6%	-$16.5K	0.12%	135
2026 Q1	$290K	Hold	2,663	–	–	0.13%	123
2025 Q4	$293K	Buy	+2,663	New	+$296K	0.14%	121

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

BlueDoor Private Wealth's LQD Position: Q2 2026 in Review

BlueDoor Private Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.7% in Q2 2026, selling an estimated $16.5K and leaving 2,512 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #135.

BlueDoor Private Wealth first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

BlueDoor Private Wealth held 2,512 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $274K as of Q2 2026.
BlueDoor Private Wealth sold 151 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of BlueDoor Private Wealth's portfolio in Q2 2026, its #135 holding.
BlueDoor Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
BlueDoor Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $293K in Q4 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.