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

Consultiva 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	$162K	Hold	1,488	–	–	0.37%	41
2026 Q1	$162K	Hold	1,488	–	–	0.47%	32
2025 Q4	$164K	Hold	1,488	–	–	0.46%	33
2025 Q3	$166K	Hold	1,488	–	–	0.47%	31
2025 Q2	$163K	Hold	1,488	–	–	0.5%	30
2025 Q1	$162K	Hold	1,488	–	–	0.56%	28
2024 Q4	$159K	Buy	+1,488	New	+$163K	0.8%	21
2021 Q1	$89K	Hold	688	–	–	1.93%	13
2020 Q4	$95K	Buy	+688	New	+$93.7K	2.22%	13
2019 Q2	$92K	Buy	+688	New	+$82.6K	1.87%	16

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

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

Consultiva Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,488 shares worth $162K. The position accounts for 0.37% of the portfolio, ranked #41.

Consultiva Wealth Management first reported a position in LQD in Q2 2019 and has held it in 10 quarters since. The position peaked at $166K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Consultiva Wealth Management held 1,488 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $162K as of Q2 2026.
Consultiva Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.37% of Consultiva Wealth Management's portfolio in Q2 2026, its #41 holding.
Consultiva Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 10 quarters since.
Consultiva Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $166K in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.