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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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

CreativeOne Wealth's LQD Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.7% in Q1 2026, buying an estimated $60.1K and bringing the position to 20,810 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #329.

CreativeOne Wealth first reported a position in LQD in Q2 2019 and has held it in 25 quarters since. The position peaked at $9.94M in Q1 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • CreativeOne Wealth held 20,810 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.27M as of Q1 2026.
  • CreativeOne Wealth bought 545 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $60.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #329 holding.
  • CreativeOne Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • CreativeOne Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.94M in Q1 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.