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

Dogwood 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 		$79.7K Buy
731
+166
+29% +$18.1K 0.03% 126
2026
Q1 		$61.6K Buy
565
+420
+290% +$46.3K 0.03% 132
2025
Q4 		$16K Buy
145
+79
+120% +$8.78K 0.01% 231
2025
Q3 		$7.36K Hold
66
– – ﹤0.01% 326
2025
Q2 		$7.13K Buy
+66
New +$7.08K ﹤0.01% 343

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

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

Dogwood Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q2 2026, buying an estimated $18.1K and bringing the position to 731 shares worth $79.7K. The position accounts for 0.03% of the portfolio, ranked #126.

Dogwood Wealth Management first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Dogwood Wealth Management held 731 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $79.7K as of Q2 2026.
  • Dogwood Wealth Management bought 166 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $18.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Dogwood Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.