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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
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 $1.37T 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

Finer Wealth Management's LQD Position: Q1 2026 in Review

Finer Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.05% in Q1 2026, selling an estimated $662 and leaving 12,914 shares worth $1.41M. The position accounts for 0.71% of the portfolio, ranked #34.

Finer Wealth Management first reported a position in LQD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.88M in Q1 2022. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Finer Wealth Management held 12,914 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.41M as of Q1 2026.
  • Finer Wealth Management sold 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $662.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.71% of Finer Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Finer Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Finer Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.88M in Q1 2022.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.