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 Q2	$9.52K	Buy	87 +1	+1%	+$109	﹤0.01%	383
2026 Q1	$9.41K	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	$9.54K	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	$4.71M	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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

Darwin Wealth Management's LQD Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, buying an estimated $109 and bringing the position to 87 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Darwin Wealth Management first reported a position in LQD in Q2 2016 and has held it in 30 quarters since. The position peaked at $15M in Q3 2020. 342 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Darwin Wealth Management held 87 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.52K as of Q2 2026.
Darwin Wealth Management bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $109.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #383 holding.
Darwin Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 30 quarters since.
Darwin Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15M in Q3 2020.
342 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.