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Fairvoy Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fairvoy Private Wealth’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 		$274K Sell
2,511
-1,148
-31% -$125K 0.06% 177
2026
Q1 		$399K Sell
3,659
-56,872
-94% -$6.27M 0.1% 151
2025
Q4 		$6.67M Sell
60,531
-80
-0.1% -$8.89K 1.49% 20
2025
Q3 		$6.76M Sell
60,611
-4,580
-7% -$503K 1.54% 18
2025
Q2 		$7.15M Buy
65,191
+1,033
+2% +$111K 1.78% 17
2025
Q1 		$6.97M Buy
64,158
+14,001
+28% +$1.51M 1.92% 15
2024
Q4 		$5.36M Buy
+50,157
New +$5.49M 1.43% 19

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Fairvoy Private Wealth's LQD Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 31% in Q2 2026, selling an estimated $125K and leaving 2,511 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #177.

Fairvoy Private Wealth first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.15M in Q2 2025. 227 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fairvoy Private Wealth held 2,511 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $274K as of Q2 2026.
  • Fairvoy Private Wealth sold 1,148 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Fairvoy Private Wealth's portfolio in Q2 2026, its #177 holding.
  • Fairvoy Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.15M in Q2 2025.
  • 227 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.