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

Forteris 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 		$1.72M Buy
15,755
+1,685
+12% +$184K 1.41% 23
2026
Q1 		$1.53M Buy
14,070
+1,350
+11% +$149K 1.47% 24
2025
Q4 		$1.4M Buy
+12,720
New +$1.41M 1.38% 24

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Forteris Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 15,755 shares worth $1.72M. The position accounts for 1.41% of the portfolio, ranked #23.

Forteris Wealth Management first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Forteris Wealth Management held 15,755 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.72M as of Q2 2026.
  • Forteris Wealth Management bought 1,685 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.41% of Forteris Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Forteris Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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