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

Darwin 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
Q3 		$9.01K Buy
88
+1
+1% +$106 ﹤0.01% 660
2026
Q2 		$9.5K Buy
87
+1
+1% +$109 ﹤0.01% 383
2026
Q1 		$9.42K Buy
86
+2
+2% +$221 ﹤0.01% 366
2025
Q4 		$9.36K Hold
84
– – ﹤0.01% 388
2025
Q3 		$9.44K Sell
84
-3
-3% -$330 ﹤0.01% 376
2025
Q2 		$9.5K Sell
87
-85
-49% -$9.12K ﹤0.01% 359
2025
Q1 		$18.4K Hold
172
– – 0.01% 314
2024
Q4 		$18.4K Hold
172
– – 0.01% 314
2024
Q3 		$19.5K Buy
+172
New +$19K 0.01% 311
2021
Q4 		– Sell
-1,644
Closed -$219K – 174
2021
Q3 		$219K Sell
1,644
-115
-7% -$15.5K 0.04% 158
2021
Q2 		$236K Sell
1,759
-34,497
-95% -$4.55M 0.04% 157
2021
Q1 		$4.72M Sell
36,256
-41,059
-53% -$5.46M 0.82% 32
2020
Q4 		$10.7M Sell
77,315
-34,311
-31% -$4.67M 2.01% 10
2020
Q3 		$15M Buy
111,626
+48,563
+77% +$6.62M 3.25% 4
2020
Q2 		$8.48M Buy
63,063
+15,109
+32% +$1.96M 2.16% 9
2020
Q1 		$5.92M Buy
47,954
+83
+0.2% +$10.6K 1.88% 14
2019
Q4 		$6.13M Buy
47,871
+2,366
+5% +$301K 1.63% 11
2019
Q3 		$5.8M Buy
45,505
+2,277
+5% +$287K 1.72% 12
2019
Q2 		$5.38M Sell
43,228
-11,208
-21% -$1.35M 1.66% 14
2019
Q1 		$6.48M Buy
54,436
+50,885
+1,433% +$5.89M 2.14% 7
2018
Q4 		$397K Sell
3,551
-1,717
-33% -$193K 0.28% 60
2018
Q3 		$575K Sell
5,268
-626
-11% -$72.2K 0.32% 60
2018
Q2 		$637K Sell
5,894
-45
-0.8% -$5.18K 0.41% 53
2018
Q1 		$695K Sell
5,939
-31,051
-84% -$3.67M 0.5% 43
2017
Q4 		$4.5M Buy
36,990
+29,416
+388% +$3.56M 1.93% 8
2017
Q3 		$918K Sell
7,574
-28,799
-79% -$3.48M 0.89% 33
2017
Q2 		$4.38M Sell
36,373
-1,926
-5% -$230K 2.42% 4
2017
Q1 		$4.52M Buy
38,299
+31,281
+446% +$3.67M 2.62% 3
2016
Q4 		$822K Sell
7,018
-24,053
-77% -$2.86M 0.55% 60
2016
Q3 		$3.83M Buy
31,071
+5,149
+20% +$634K 2.96% 3
2016
Q2 		$3.18M Buy
+25,922
New +$3.11M 2.72% 5

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
North Dakota State Investment Board
North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Darwin Wealth Management's LQD Position: Q3 2026 in Review

Darwin Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q3 2026, buying an estimated $106 and bringing the position to 88 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Darwin Wealth Management first reported a position in LQD in Q2 2016 and has held it in 31 quarters since. The position peaked at $15M in Q3 2020. 644 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Darwin Wealth Management held 88 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.01K as of Q3 2026.
  • Darwin Wealth Management bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q3 2026, an estimated $106.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #660 holding.
  • Darwin Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 31 quarters since.
  • Darwin Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15M in Q3 2020.
  • 644 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.