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

Finer 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 Q3	$1.32M	Sell	12,877 -37	-0.3%	-$3.92K	0.52%	41
2026 Q2	$1.41M	Hold	12,914	–	–	0.63%	35
2026 Q1	$1.41M	Sell	12,914 -6	-0%	-$662	0.71%	34
2025 Q4	$1.42M	Buy	12,920 +7,295	+130%	+$811K	0.69%	34
2025 Q3	$627K	Sell	5,625 -138	-2%	-$15.2K	0.31%	51
2025 Q2	$632K	Sell	5,763 -118	-2%	-$12.7K	0.34%	49
2025 Q1	$639K	Buy	5,881 +8	+0.1%	+$862	0.38%	52
2024 Q4	$627K	Buy	+5,873	New	+$643K	0.36%	50
2024 Q3	–	Sell	-6,295	Closed	-$674K	–	80
2024 Q2	$674K	Buy	+6,295	New	+$672K	0.44%	43
2024 Q1	–	Sell	-2,085	Closed	-$231K	–	81
2023 Q4	$231K	Sell	2,085 -183	-8%	-$19.1K	0.17%	73
2023 Q3	$231K	Sell	2,268 -532	-19%	-$56.1K	0.19%	72
2023 Q2	$303K	Sell	2,800 -493	-15%	-$53.3K	0.24%	68
2023 Q1	$361K	Sell	3,293 -1,365	-29%	-$148K	0.31%	61
2022 Q4	$491K	Sell	4,658 -6,968	-60%	-$729K	0.46%	51
2022 Q3	$1.19M	Sell	11,626 -1,545	-12%	-$170K	1.17%	31
2022 Q2	$1.45M	Sell	13,171 -2,349	-15%	-$265K	1.32%	26
2022 Q1	$1.88M	Buy	15,520 +1,979	+15%	+$247K	1.53%	24
2021 Q4	$1.79M	Buy	+13,541	New	+$1.8M	1.49%	22

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

Finer Wealth Management's LQD Position: Q3 2026 in Review

Finer Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.29% in Q3 2026, selling an estimated $3.92K and leaving 12,877 shares worth $1.32M. The position accounts for 0.52% of the portfolio, ranked #41.

Finer Wealth Management first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q1 2022. 650 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Finer Wealth Management held 12,877 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.32M as of Q3 2026.
Finer Wealth Management sold 37 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.92K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.52% of Finer Wealth Management's portfolio in Q3 2026, its #41 holding.
Finer Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.88M in Q1 2022.
650 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.