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Bucket List Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bucket List Wealth Management’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 		$272K Buy
2,493
+635
+34% +$69.2K 0.13% 51
2026
Q1 		$203K Sell
1,858
-26
-1% -$2.87K 0.12% 57
2025
Q4 		$208K Buy
+1,884
New +$209K 0.12% 60

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

Bucket List Wealth Management's LQD Position: Q2 2026 in Review

Bucket List Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 34% in Q2 2026, buying an estimated $69.2K and bringing the position to 2,493 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #51.

Bucket List Wealth Management first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Bucket List Wealth Management held 2,493 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $272K as of Q2 2026.
  • Bucket List Wealth Management bought 635 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $69.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Bucket List Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Bucket List Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.