Caliber Wealth Management (Kansas)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Caliber Wealth Management (Kansas)’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	$269K	Sell	2,463 -184	-7%	-$20K	0.03%	253
2026 Q1	$288K	Sell	2,647 -187	-7%	-$20.6K	0.03%	219
2025 Q4	$312K	Sell	2,834 -665	-19%	-$73.9K	0.03%	215
2025 Q3	$390K	Sell	3,499 -866	-20%	-$95.2K	0.04%	192
2025 Q2	$478K	Sell	4,365 -195	-4%	-$20.9K	0.05%	186
2025 Q1	$496K	Buy	+4,560	New	+$491K	0.07%	163

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

Caliber Wealth Management (Kansas)'s LQD Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q2 2026, selling an estimated $20K and leaving 2,463 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #253.

Caliber Wealth Management (Kansas) first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $496K in Q1 2025. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Caliber Wealth Management (Kansas) held 2,463 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $269K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 184 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #253 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $496K in Q1 2025.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.