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

Corepath 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 Q3	$3.97M	Sell	38,907 -4,051	-9%	-$429K	2.76%	12
2026 Q2	$4.63M	Buy	42,958 +1,291	+3%	+$141K	2.88%	12
2026 Q1	$4.56M	Buy	41,667 +1,115	+3%	+$123K	3.08%	12
2025 Q4	$4.48M	Buy	40,552 +6,472	+19%	+$720K	3%	12
2025 Q3	$3.79M	Buy	34,080 +3,548	+12%	+$390K	2.75%	12
2025 Q2	$3.33M	Buy	30,532 +1,585	+5%	+$170K	2.81%	10
2025 Q1	$3.06M	Buy	28,947 +2,721	+10%	+$293K	2.92%	10
2024 Q4	$2.76M	Buy	26,226 +772	+3%	+$84.5K	2.69%	10
2024 Q3	$2.82M	Buy	25,454 +595	+2%	+$65.8K	2.74%	10
2024 Q2	$2.69M	Buy	24,859 +803	+3%	+$85.7K	2.84%	10
2024 Q1	$2.53M	Sell	24,056 -11,636	-33%	-$1.26M	2.8%	10
2023 Q4	$3.88M	Buy	35,692 +30	+0.1%	+$3.12K	2.16%	11
2023 Q3	$3.62M	Buy	35,662 +1,033	+3%	+$109K	2.18%	12
2023 Q2	$3.73M	Buy	34,629 +2,568	+8%	+$278K	2.19%	11
2023 Q1	$3.51M	Sell	32,061 -957	-3%	-$104K	2.2%	13
2022 Q4	$3.6M	Buy	33,018 +507	+2%	+$53.1K	2.4%	13
2022 Q3	$3.28M	Buy	32,511 +711	+2%	+$78.4K	2.44%	13
2022 Q2	$3.53M	Sell	31,800 -51,974	-62%	-$5.87M	2.61%	13
2022 Q1	$9.6M	Buy	83,774 +21,932	+35%	+$2.74M	6.68%	5
2021 Q4	$8.02M	Buy	61,842 +3,904	+7%	+$519K	5.74%	8
2021 Q3	$7.7M	Buy	57,938 +3,457	+6%	+$467K	5.91%	8
2021 Q2	$7.34M	Buy	54,481 +6,777	+14%	+$893K	5.68%	8
2021 Q1	$6.24M	Sell	47,704 -8,379	-15%	-$1.11M	5.49%	8
2020 Q4	$7.79M	Buy	+56,083	New	+$7.64M	8.12%	5

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

HMS Capital Management Nashville, Tennessee $264M AUM 34.23% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Corepath Wealth Partners's LQD Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.4% in Q3 2026, selling an estimated $429K and leaving 38,907 shares worth $3.97M. The position accounts for 2.76% of the portfolio, ranked #12.

Corepath Wealth Partners first reported a position in LQD in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.6M in Q1 2022. 242 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Corepath Wealth Partners held 38,907 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.97M as of Q3 2026.
Corepath Wealth Partners sold 4,051 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $429K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.76% of Corepath Wealth Partners's portfolio in Q3 2026, its #12 holding.
Corepath Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
Corepath Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.6M in Q1 2022.
242 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.