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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Finer Wealth Management's LQD Position: Q2 2026 in Review

Finer Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 12,914 shares worth $1.41M. The position accounts for 0.63% of the portfolio, ranked #35.

Finer Wealth Management first reported a position in LQD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.88M in Q1 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Finer Wealth Management held 12,914 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.41M as of Q2 2026.
  • Finer Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.63% of Finer Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Finer Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Finer Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.88M in Q1 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.