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

Focus Partners 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 		$42M Sell
385,481
-5,024
-1% -$547K 0.04% 347
2026
Q1 		$42.6M Buy
390,505
+9,511
+2% +$1.05M 0.05% 325
2025
Q4 		$42M Buy
380,994
+46,238
+14% +$5.14M 0.05% 328
2025
Q3 		$37.3M Buy
334,756
+3,418
+1% +$376K 0.06% 266
2025
Q2 		$36.3M Sell
331,338
-9,640
-3% -$1.03M 0.08% 237
2025
Q1 		$37.1M Buy
340,978
+5,257
+2% +$566K 0.09% 218
2024
Q4 		$35.9M Buy
335,721
+330,526
+6,362% +$36.2M 0.09% 208
2024
Q3 		$587K Sell
5,195
-583,593
-99% -$64.6M ﹤0.01% 1096
2024
Q2 		$63.1M Buy
588,788
+308,706
+110% +$32.9M 0.21% 111
2024
Q1 		$30.5M Buy
280,082
+266,692
+1,992% +$29M 0.25% 105
2023
Q4 		$1.48M Buy
+13,390
New +$1.39M 0.02% 393

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

Focus Partners Wealth's LQD Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q2 2026, selling an estimated $547K and leaving 385,481 shares worth $42M. The position accounts for 0.04% of the portfolio, ranked #347.

Focus Partners Wealth first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $63.1M in Q2 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Focus Partners Wealth held 385,481 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $42M as of Q2 2026.
  • Focus Partners Wealth sold 5,024 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $547K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #347 holding.
  • Focus Partners Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $63.1M in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.