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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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