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

Elevation 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
Q3 		$614 Buy
+6
New +$636 ﹤0.01% 1312

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Farther Finance Advisors
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Mutual of America Capital Management
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Elevation Wealth Partners's LQD Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026: 6 shares worth $614. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings.

423 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Elevation Wealth Partners held 6 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $614 as of Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Elevation Wealth Partners position in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1312 holding.
  • 423 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.