Facet Wealth Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Facet Wealth Inc’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	$218K	Sell	1,998 -1,018	-34%	-$111K	﹤0.01%	388
2026 Q1	$329K	Buy	+3,016	New	+$333K	0.01%	240
2023 Q2	–	Sell	-464,027	Closed	-$50.9M	–	93
2023 Q1	$50.9M	Buy	464,027 +17,314	+4%	+$1.87M	3.08%	8
2022 Q4	$48.1M	Buy	446,713 +50,010	+13%	+$5.23M	3.06%	8
2022 Q3	$40M	Buy	396,703 +55,957	+16%	+$6.17M	3.02%	9
2022 Q2	$37.5M	Buy	340,746 +43,178	+15%	+$4.88M	3.27%	9
2022 Q1	$36M	Buy	297,568 +32,539	+12%	+$4.06M	3.12%	10
2021 Q4	$35.1M	Buy	265,029 +37,423	+16%	+$4.97M	3.27%	10
2021 Q3	$30.3M	Buy	227,606 +36,311	+19%	+$4.91M	3.46%	10
2021 Q2	$25.7M	Buy	191,295 +37,033	+24%	+$4.88M	3.53%	10
2021 Q1	$20.1M	Buy	154,262 +48,125	+45%	+$6.4M	3.54%	10
2020 Q4	$14.7M	Buy	+106,137	New	+$14.5M	3.42%	11

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

Facet Wealth Inc's LQD Position: Q2 2026 in Review

Facet Wealth Inc reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 34% in Q2 2026, selling an estimated $111K and leaving 1,998 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Facet Wealth Inc first reported a position in LQD in Q4 2020 and has held it in 12 quarters since. The position peaked at $50.9M in Q1 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Facet Wealth Inc held 1,998 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $218K as of Q2 2026.
Facet Wealth Inc sold 1,018 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $111K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #388 holding.
Facet Wealth Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Facet Wealth Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $50.9M 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 Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.