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

FAS 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
Q1 		$6.07K Buy
56
+1
+2% +$110 ﹤0.01% 477
2025
Q4 		$6.09K Buy
55
+1
+2% +$111 ﹤0.01% 478
2025
Q3 		$6.07K Hold
54
– – ﹤0.01% 441
2025
Q2 		$5.9K Buy
54
+1
+2% +$107 ﹤0.01% 430
2025
Q1 		$5.79K Hold
53
– – ﹤0.01% 404
2024
Q4 		$5.64K Buy
53
+1
+2% +$109 ﹤0.01% 409
2024
Q3 		$5.88K Sell
52
-119
-70% -$13.2K ﹤0.01% 418
2024
Q2 		$18.4K Buy
171
+2
+1% +$213 ﹤0.01% 385
2024
Q1 		$18.4K Sell
169
-60
-26% -$6.52K ﹤0.01% 392
2023
Q4 		$25.4K Buy
229
+48
+27% +$5K ﹤0.01% 370
2023
Q3 		$18.4K Sell
181
-33
-15% -$3.48K ﹤0.01% 379
2023
Q2 		$23.2K Buy
214
+3
+1% +$324 ﹤0.01% 346
2023
Q1 		$23.2K Sell
211
-10
-5% -$1.08K ﹤0.01% 368
2022
Q4 		$23.3K Sell
221
-10
-4% -$1.05K ﹤0.01% 363
2022
Q3 		$24K Sell
231
-131
-36% -$14.4K ﹤0.01% 343
2022
Q2 		$40K Sell
362
-5
-1% -$565 ﹤0.01% 327
2022
Q1 		$44K Sell
367
-403
-52% -$50.3K ﹤0.01% 332
2021
Q4 		$102K Sell
770
-40,311
-98% -$5.36M 0.01% 309
2021
Q3 		$5.46M Buy
41,081
+899
+2% +$121K 0.51% 33
2021
Q2 		$5.4M Buy
40,182
+1,433
+4% +$189K 0.51% 35
2021
Q1 		$5.04M Buy
38,749
+1,402
+4% +$187K 0.52% 36
2020
Q4 		$5.16M Buy
37,347
+9,584
+35% +$1.31M 0.59% 33
2020
Q3 		$3.74M Buy
27,763
+3,720
+15% +$507K 0.51% 38
2020
Q2 		$3.23M Buy
24,043
+4,374
+22% +$569K 0.48% 42
2020
Q1 		$2.43M Buy
19,669
+10,405
+112% +$1.33M 0.42% 44
2019
Q4 		$1.19M Buy
9,264
+865
+10% +$110K 0.2% 78
2019
Q3 		$1.07M Buy
8,399
+399
+5% +$50.3K 0.19% 79
2019
Q2 		$995K Sell
8,000
-98
-1% -$11.8K 0.19% 87
2019
Q1 		$964K Sell
8,098
-1,105
-12% -$128K 0.19% 88
2018
Q4 		$1.04M Sell
9,203
-212
-2% -$23.8K 0.24% 74
2018
Q3 		$1.08M Sell
9,415
-32
-0.3% -$3.69K 0.25% 63
2018
Q2 		$1.08M Buy
9,447
+425
+5% +$48.9K 0.29% 61
2018
Q1 		$1.06M Buy
9,022
+222
+3% +$26.2K 0.31% 62
2017
Q4 		$1.07M Sell
8,800
-63
-0.7% -$7.62K 0.28% 60
2017
Q3 		$1.07M Buy
8,863
+91
+1% +$11K 0.3% 60
2017
Q2 		$1.06M Sell
8,772
-277
-3% -$33.1K 0.32% 57
2017
Q1 		$1.07M Sell
9,049
-7,090
-44% -$833K 0.33% 55
2016
Q4 		$1.89M Sell
16,139
-274
-2% -$32.6K 0.56% 27
2016
Q3 		$2.02M Buy
16,413
+5,454
+50% +$672K 0.66% 24
2016
Q2 		$1.34M Buy
10,959
+8,590
+363% +$1.03M 0.5% 26
2016
Q1 		$282K Buy
2,369
+158
+7% +$18.2K 0.14% 97
2015
Q4 		$252K Buy
+2,211
New +$256K 0.13% 107

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

FAS Wealth Partners's LQD Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.8% in Q1 2026, buying an estimated $110 and bringing the position to 56 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

FAS Wealth Partners first reported a position in LQD in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.46M in Q3 2021. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • FAS Wealth Partners held 56 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.07K as of Q1 2026.
  • FAS Wealth Partners bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q1 2026, an estimated $110.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #477 holding.
  • FAS Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • FAS Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.46M in Q3 2021.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.