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

Bulltick 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 		$2.33M Buy
21,385
+625
+3% +$68.1K 0.48% 51
2026
Q1 		$2.26M Buy
20,760
+2,082
+11% +$230K 0.5% 50
2025
Q4 		$2.06M Buy
18,678
+2,018
+12% +$224K 0.44% 50
2025
Q3 		$1.86M Sell
16,660
-5,830
-26% -$641K 0.44% 54
2025
Q2 		$2.47M Sell
22,490
-37,698
-63% -$4.05M 0.61% 45
2025
Q1 		$6.54M Sell
60,188
-19,975
-25% -$2.15M 1.74% 16
2024
Q4 		$8.56M Buy
80,163
+6,040
+8% +$661K 1.97% 11
2024
Q3 		$8.37M Sell
74,123
-2,353
-3% -$260K 2.03% 12
2024
Q2 		$8.19M Buy
76,476
+11,748
+18% +$1.25M 2.02% 20
2024
Q1 		$7.05M Buy
64,728
+2,948
+5% +$320K 1.21% 29
2023
Q4 		$6.84M Buy
61,780
+29,472
+91% +$3.07M 1.55% 27
2023
Q3 		$3.3M Buy
32,308
+1,235
+4% +$130K 0.79% 43
2023
Q2 		$3.36M Sell
31,073
-15,116
-33% -$1.63M 0.75% 44
2023
Q1 		$5.06M Buy
+46,189
New +$5M 1.31% 31
2022
Q1 		– Sell
-1,968
Closed -$261K – 156
2021
Q4 		$261K Hold
1,968
– – 0.05% 122
2021
Q3 		$262K Buy
1,968
+109
+6% +$14.7K 0.06% 113
2021
Q2 		$250K Buy
+1,859
New +$245K 0.06% 112

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

Bulltick Wealth Management's LQD Position: Q2 2026 in Review

Bulltick Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2026, buying an estimated $68.1K and bringing the position to 21,385 shares worth $2.33M. The position accounts for 0.48% of the portfolio, ranked #51.

Bulltick Wealth Management first reported a position in LQD in Q2 2021 and has held it in 17 quarters since. The position peaked at $8.56M in Q4 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Bulltick Wealth Management held 21,385 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.33M as of Q2 2026.
  • Bulltick Wealth Management bought 625 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.48% of Bulltick Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Bulltick Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Bulltick Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.56M in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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