Exit Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.75M Buy
25,168
+5,295
+27% +$577K 1.25% 22
2026
Q1
$2.17M Buy
19,873
+941
+5% +$104K 1.11% 21
2025
Q4
$2.09M Buy
18,932
+13,185
+229% +$1.47M 1.23% 24
2025
Q3
$641K Buy
+5,747
New +$632K 0.43% 56

Other funds holding LQD

Exit Wealth Advisors's LQD Position: Q2 2026 in Review

Exit Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q2 2026, buying an estimated $577K and bringing the position to 25,168 shares worth $2.75M. The position accounts for 1.25% of the portfolio, ranked #22.

Exit Wealth Advisors first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Exit Wealth Advisors held 25,168 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.75M as of Q2 2026.
  • Exit Wealth Advisors bought 5,295 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $577K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.25% of Exit Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Exit Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.