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Brady Family Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Brady Family 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 		$2.28M Buy
20,889
+1,092
+6% +$119K 0.66% 43
2026
Q1 		$2.16M Sell
19,797
-885
-4% -$97.6K 0.67% 45
2025
Q4 		$2.28M Buy
20,682
+228
+1% +$25.3K 0.7% 42
2025
Q3 		$2.28M Sell
20,454
-820
-4% -$90.1K 0.71% 42
2025
Q2 		$2.33M Sell
21,274
-118
-0.6% -$12.7K 0.72% 42
2025
Q1 		$2.33M Buy
21,392
+633
+3% +$68.2K 0.74% 42
2024
Q4 		$2.22M Buy
20,759
+207
+1% +$22.6K 0.68% 45
2024
Q3 		$2.32M Sell
20,552
-339
-2% -$37.5K 0.7% 47
2024
Q2 		$2.24M Buy
20,891
+377
+2% +$40.2K 0.72% 45
2024
Q1 		$2.23M Buy
20,514
+1,043
+5% +$113K 0.72% 45
2023
Q4 		$2.15M Sell
19,471
-2,788
-13% -$290K 0.74% 46
2023
Q3 		$2.27M Sell
22,259
-522
-2% -$55K 0.88% 43
2023
Q2 		$2.46M Buy
22,781
+108
+0.5% +$11.7K 0.92% 42
2023
Q1 		$2.49M Buy
22,673
+951
+4% +$103K 0.98% 41
2022
Q4 		$2.29M Buy
+21,722
New +$2.27M 0.95% 40

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

Brady Family Wealth's LQD Position: Q2 2026 in Review

Brady Family Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.5% in Q2 2026, buying an estimated $119K and bringing the position to 20,889 shares worth $2.28M. The position accounts for 0.66% of the portfolio, ranked #43.

Brady Family Wealth first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.49M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Brady Family Wealth held 20,889 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.28M as of Q2 2026.
  • Brady Family Wealth bought 1,092 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.66% of Brady Family Wealth's portfolio in Q2 2026, its #43 holding.
  • Brady Family Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.49M in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.