CW
LQD icon

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

CreativeOne 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
2021
Q1 		– Sell
-7,500
Closed -$1K – 589
2020
Q4 		$1K Buy
+7,500
New +$1.02M ﹤0.01% 506

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

CreativeOne Wealth's LQD Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 24% in Q2 2026, selling an estimated $535K and leaving 15,903 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #398.

CreativeOne Wealth first reported a position in LQD in Q2 2019 and has held it in 26 quarters since. The position peaked at $9.94M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • CreativeOne Wealth held 15,903 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.73M as of Q2 2026.
  • CreativeOne Wealth sold 4,907 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $535K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #398 holding.
  • CreativeOne Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • CreativeOne Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.94M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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