Corient Private Wealth
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Corient Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Corient Private Wealth’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 		$5.97M Buy
54,764
+52
+0.1% +$5.67K 0.01% 839
2026
Q1 		$5.87M Sell
54,712
-71,609
-57% -$7.9M 0.01% 792
2025
Q4 		$13.9M Buy
126,321
+58,960
+88% +$6.56M 0.01% 669
2025
Q3 		$7.51M Sell
67,361
-1,987
-3% -$218K 0.01% 583
2025
Q2 		$7.6M Sell
69,348
-84,222
-55% -$9.04M 0.01% 586
2025
Q1 		$16.7M Buy
153,570
+76,963
+100% +$8.29M 0.03% 419
2024
Q4 		$8.18M Sell
76,607
-6,553
-8% -$717K 0.01% 564
2024
Q3 		$9.4M Sell
83,160
-391
-0.5% -$43.3K 0.01% 582
2024
Q2 		$8.95M Buy
83,551
+1,855
+2% +$198K 0.02% 559
2024
Q1 		$8.9M Sell
81,696
-6,725
-8% -$731K 0.02% 555
2023
Q4 		$9.78M Buy
88,421
+10,814
+14% +$1.13M 0.02% 526
2023
Q3 		$7.92M Buy
77,607
+9,038
+13% +$953K 0.02% 530
2023
Q2 		$7.42M Buy
68,569
+15,206
+28% +$1.64M 0.02% 533
2023
Q1 		$5.85M Sell
53,363
-67,673
-56% -$7.33M 0.02% 552
2022
Q4 		$12.8M Buy
+121,036
New +$12.7M 0.05% 332

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

Corient Private Wealth's LQD Position: Q2 2026 in Review

Corient Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.1% in Q2 2026, buying an estimated $5.67K and bringing the position to 54,764 shares worth $5.97M. The position accounts for 0.01% of the portfolio, ranked #839.

Corient Private Wealth first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.7M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Corient Private Wealth held 54,764 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.97M as of Q2 2026.
  • Corient Private Wealth bought 52 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #839 holding.
  • Corient Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16.7M in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.