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

Daymark Wealth Partners’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	$476K	Buy	4,363 +1,721	+65%	+$188K	0.01%	502
2026 Q1	$288K	Sell	2,642 -174	-6%	-$19.2K	0.01%	584
2025 Q4	$310K	Sell	2,816 -2,716	-49%	-$302K	0.01%	484
2025 Q3	$617K	Buy	5,532 +374	+7%	+$41.1K	0.02%	341
2025 Q2	$565K	Sell	5,158 -142	-3%	-$15.2K	0.02%	329
2025 Q1	$576K	Buy	5,300 +2	+0%	+$215	0.02%	313
2024 Q4	$566K	Sell	5,298 -197	-4%	-$21.6K	0.02%	306
2024 Q3	$621K	Sell	5,495 -416	-7%	-$46K	0.03%	304
2024 Q2	$633K	Buy	5,911 +323	+6%	+$34.5K	0.03%	296
2024 Q1	$609K	Buy	5,588 +1,443	+35%	+$157K	0.03%	253
2023 Q4	$459K	Sell	4,145 -274	-6%	-$28.5K	0.03%	267
2023 Q3	$451K	Buy	+4,419	New	+$466K	0.03%	253
2023 Q1	–	Sell	-1,940	Closed	-$205K	–	300
2022 Q4	$205K	Buy	+1,940	New	+$203K	0.04%	219

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Daymark Wealth Partners's LQD Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 65% in Q2 2026, buying an estimated $188K and bringing the position to 4,363 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #502.

Daymark Wealth Partners first reported a position in LQD in Q4 2022 and has held it in 13 quarters since. The position peaked at $633K in Q2 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Daymark Wealth Partners held 4,363 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $476K as of Q2 2026.
Daymark Wealth Partners bought 1,721 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $188K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #502 holding.
Daymark Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Daymark Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $633K in Q2 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.