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

Foguth 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 		$7.28M Buy
67,970
+1,582
+2% +$172K 0.83% 37
2026
Q1 		$7.26M Sell
66,388
-24,441
-27% -$2.69M 0.85% 36
2025
Q4 		$10M Buy
+90,829
New +$10.1M 1.55% 20
2025
Q2 		$9.5M Sell
86,675
-23,540
-21% -$2.53M 2.03% 17
2025
Q1 		$12M Buy
110,215
+62,058
+129% +$6.69M 2.91% 7
2024
Q4 		$5.16M Buy
48,157
+13,885
+41% +$1.52M 1.35% 24
2024
Q3 		$3.81M Buy
34,272
+14,839
+76% +$1.64M 1.38% 23
2024
Q2 		$2.08M Buy
+19,433
New +$2.07M 0.92% 27

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

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

Foguth Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2026, buying an estimated $172K and bringing the position to 67,970 shares worth $7.28M. The position accounts for 0.83% of the portfolio, ranked #37.

Foguth Wealth Management first reported a position in LQD in Q2 2024 and has held it in 8 quarters since. The position peaked at $12M in Q1 2025. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Foguth Wealth Management held 67,970 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.28M as of Q2 2026.
  • Foguth Wealth Management bought 1,582 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $172K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.83% of Foguth Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Foguth Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Foguth Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12M in Q1 2025.
  • 1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.