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

EPG 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 		$15.8K Hold
145
– – ﹤0.01% 268
2026
Q1 		$15.8K Hold
145
– – ﹤0.01% 267
2025
Q4 		$16K Sell
145
-46
-24% -$5.11K ﹤0.01% 262
2025
Q3 		$21.3K Hold
191
– – 0.01% 256
2025
Q2 		$20.9K Hold
191
– – 0.01% 252
2025
Q1 		$20.8K Sell
191
-6
-3% -$646 0.01% 340
2024
Q4 		$21K Hold
197
– – 0.01% 341
2024
Q3 		$22.3K Buy
+197
New +$21.8K 0.01% 339
2024
Q2 		– Sell
-197
Closed -$21K – 362
2024
Q1 		$21.5K Sell
197
-27
-12% -$2.93K 0.01% 356
2023
Q4 		$24K Buy
224
+8
+4% +$833 0.01% 341
2023
Q3 		$22K Sell
216
-1,232
-85% -$130K 0.01% 336
2023
Q2 		$157K Sell
1,448
-169
-10% -$18.3K 0.05% 245
2023
Q1 		$177K Buy
1,617
+1,613
+40,325% +$175K 0.06% 241
2022
Q4 		$422 Hold
4
– – ﹤0.01% 375
2022
Q3 		$0 Buy
+4
New +$441 ﹤0.01% 390
2022
Q2 		– Sell
-391
Closed -$47K – 325
2022
Q1 		$47K Sell
391
-17
-4% -$2.12K 0.02% 296
2021
Q4 		$54K Buy
408
+17
+4% +$2.26K 0.02% 286
2021
Q3 		$52K Buy
+391
New +$52.8K 0.02% 269
2020
Q2 		– Sell
-869
Closed -$107K – 502
2020
Q1 		$107K Buy
869
+400
+85% +$51K 0.08% 168
2019
Q4 		$60K Buy
+469
New +$59.7K 0.04% 213

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

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

EPG Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 145 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

EPG Wealth Management first reported a position in LQD in Q4 2019 and has held it in 20 quarters since. The position peaked at $177K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • EPG Wealth Management held 145 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15.8K as of Q2 2026.
  • EPG Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #268 holding.
  • EPG Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • EPG Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $177K in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.