FWM
LQD icon

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

Fonville 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 		$581K Sell
5,325
-114
-2% -$12.4K 0.09% 87
2026
Q1 		$593K Sell
5,439
-425
-7% -$46.9K 0.11% 80
2025
Q4 		$646K Sell
5,864
-35
-0.6% -$3.89K 0.13% 81
2025
Q3 		$658K Sell
5,899
-167
-3% -$18.4K 0.15% 78
2025
Q2 		$665K Buy
6,066
+490
+9% +$52.6K 0.17% 70
2025
Q1 		$604K Buy
5,576
+7
+0.1% +$754 0.18% 70
2024
Q4 		$595K Buy
5,569
+10
+0.2% +$1.09K 0.2% 63
2024
Q3 		$628K Buy
5,559
+7
+0.1% +$774 0.22% 61
2024
Q2 		$595K Buy
5,552
+65
+1% +$6.94K 0.24% 61
2024
Q1 		$598K Buy
5,487
+204
+4% +$22.2K 0.26% 59
2023
Q4 		$585K Buy
+5,283
New +$550K 0.31% 59

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

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

Fonville Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.1% in Q2 2026, selling an estimated $12.4K and leaving 5,325 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #87.

Fonville Wealth Management first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $665K in Q2 2025. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fonville Wealth Management held 5,325 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $581K as of Q2 2026.
  • Fonville Wealth Management sold 114 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Fonville Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Fonville Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $665K in Q2 2025.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.