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 Q3	$5.89M	Sell	56,982 -10,988	-16%	-$1.16M	0.6%	39
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Foguth Wealth Management's LQD Position: Q3 2026 in Review

Foguth Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q3 2026, selling an estimated $1.16M and leaving 56,982 shares worth $5.89M. The position accounts for 0.6% of the portfolio, ranked #39.

Foguth Wealth Management first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $12M in Q1 2025. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Foguth Wealth Management held 56,982 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.89M as of Q3 2026.
Foguth Wealth Management sold 10,988 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.16M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.6% of Foguth Wealth Management's portfolio in Q3 2026, its #39 holding.
Foguth Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Foguth Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12M in Q1 2025.
699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.