CWP
LQD icon

Concord Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Concord Wealth Partners’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 		$15.6K Buy
+143
New +$15.6K ﹤0.01% 511
2026
Q1 		– Sell
-143
Closed -$15.8K – 541
2025
Q4 		$15.8K Hold
143
– – ﹤0.01% 480
2025
Q3 		$15.9K Sell
143
-1,952
-93% -$215K ﹤0.01% 481
2025
Q2 		$230K Sell
2,095
-42
-2% -$4.51K 0.03% 188
2025
Q1 		$232K Buy
2,137
+12
+0.6% +$1.29K 0.04% 182
2024
Q4 		$227K Buy
2,125
+24
+1% +$2.63K 0.04% 192
2024
Q3 		$237K Sell
2,101
-206
-9% -$22.8K 0.04% 192
2024
Q2 		$247K Buy
2,307
+22
+1% +$2.35K 0.04% 178
2024
Q1 		$249K Buy
2,285
+13
+0.6% +$1.41K 0.04% 189
2023
Q4 		$251K Sell
2,272
-181
-7% -$18.8K 0.05% 174
2023
Q3 		$250K Sell
2,453
-46
-2% -$4.85K 0.05% 176
2023
Q2 		$270K Sell
2,499
-21
-0.8% -$2.27K 0.06% 163
2023
Q1 		$276K Sell
2,520
-124
-5% -$13.4K 0.08% 124
2022
Q4 		$279K Sell
2,644
-1,017
-28% -$106K 0.08% 130
2022
Q3 		$375K Buy
3,661
+35
+1% +$3.86K 0.12% 113
2022
Q2 		$399K Sell
3,626
-102
-3% -$11.5K 0.11% 119
2022
Q1 		$451K Sell
3,728
-637
-15% -$79.5K 0.12% 111
2021
Q4 		$578K Buy
4,365
+3,661
+520% +$487K 0.14% 88
2021
Q3 		$94K Sell
704
-923
-57% -$125K 0.04% 145
2021
Q2 		$219K Sell
1,627
-2,113
-56% -$279K 0.06% 130
2021
Q1 		$486K Sell
3,740
-13,259
-78% -$1.76M 0.16% 59
2020
Q4 		$2.35M Buy
+16,999
New +$2.32M 1.81% 8

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

Concord Wealth Partners's LQD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 143 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LQD as recently as Q4 2025.

Concord Wealth Partners first reported a position in LQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.35M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Concord Wealth Partners held 143 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15.6K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #511 holding.
  • Concord Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.35M in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.