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Bogart Wealth LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bogart Wealth LLC’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 		$153K Buy
1,401
+14
+1% +$1.52K 0.01% 331
2026
Q1 		$151K Buy
1,387
+230
+20% +$25.4K 0.01% 302
2025
Q4 		$127K Buy
1,157
+859
+288% +$95.5K 0.01% 314
2025
Q3 		$33.2K Buy
298
+1
+0.3% +$110 ﹤0.01% 544
2025
Q2 		$32.6K Sell
297
-206
-41% -$22.1K ﹤0.01% 534
2025
Q1 		$54.7K Buy
503
+255
+103% +$27.5K ﹤0.01% 405
2024
Q4 		$26.5K Hold
248
– – ﹤0.01% 520
2024
Q3 		$28K Buy
248
+45
+22% +$4.98K ﹤0.01% 499
2024
Q2 		$21.7K Hold
203
– – ﹤0.01% 519
2024
Q1 		$22.1K Hold
203
– – ﹤0.01% 498
2023
Q4 		$22.5K Sell
203
-73
-26% -$7.6K ﹤0.01% 490
2023
Q3 		$28.1K Sell
276
-126
-31% -$13.3K ﹤0.01% 423
2023
Q2 		$43.5K Buy
402
+1
+0.2% +$108 ﹤0.01% 352
2023
Q1 		$44K Sell
401
-1,744
-81% -$189K ﹤0.01% 334
2022
Q4 		$226K Buy
2,145
+112
+6% +$11.7K 0.02% 173
2022
Q3 		$208K Buy
2,033
+1,787
+726% +$197K 0.02% 167
2022
Q2 		$27K Sell
246
-213
-46% -$24.1K ﹤0.01% 374
2022
Q1 		$56K Buy
459
+319
+228% +$39.8K ﹤0.01% 264
2021
Q4 		$18K Buy
140
+1
+0.7% +$133 ﹤0.01% 388
2021
Q3 		$19K Buy
139
+1
+0.7% +$135 ﹤0.01% 368
2021
Q2 		$19K Hold
138
– – ﹤0.01% 354
2021
Q1 		$18K Buy
138
+85
+160% +$11.3K ﹤0.01% 338
2020
Q4 		$7K Hold
53
– – ﹤0.01% 357
2020
Q3 		$7K Buy
+53
New +$7.23K ﹤0.01% 343

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bogart Wealth LLC's LQD Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,401 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #331.

Bogart Wealth LLC first reported a position in LQD in Q3 2020 and has held it in 24 quarters since. The position peaked at $226K in Q4 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Bogart Wealth LLC held 1,401 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $153K as of Q2 2026.
  • Bogart Wealth LLC bought 14 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.52K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #331 holding.
  • Bogart Wealth LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Bogart Wealth LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $226K in Q4 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.