Buck Wealth Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Buck Wealth Strategies’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	$1.62M	Buy	14,856 +161	+1%	+$17.5K	0.17%	74
2026 Q1	$1.6M	Sell	14,695 -764	-5%	-$84.2K	0.2%	54
2025 Q4	$1.7M	Buy	+15,459	New	+$1.72M	0.22%	54
2023 Q4	–	Sell	-23	Closed	-$2.35K	–	233
2023 Q3	$2.35K	Buy	+23	New	+$2.42K	﹤0.01%	301

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

Buck Wealth Strategies's LQD Position: Q2 2026 in Review

Buck Wealth Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 14,856 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #74.

Buck Wealth Strategies first reported a position in LQD in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.7M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Buck Wealth Strategies held 14,856 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.62M as of Q2 2026.
Buck Wealth Strategies bought 161 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of Buck Wealth Strategies's portfolio in Q2 2026, its #74 holding.
Buck Wealth Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 4 quarters since.
Buck Wealth Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.7M in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.