Founders Grove Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$667K Sell
6,121
-936
-13% -$103K 0.15% 87
2025
Q4
$778K Buy
7,057
+1,748
+33% +$194K 0.17% 85
2025
Q3
$592K Buy
+5,309
New +$584K 0.14% 93

Other funds holding LQD

Founders Grove Wealth Partners's LQD Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q1 2026, selling an estimated $103K and leaving 6,121 shares worth $667K. The position accounts for 0.15% of the portfolio, ranked #87.

Founders Grove Wealth Partners first reported a position in LQD in Q3 2025 and has held it in 3 quarters since. The position peaked at $778K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Founders Grove Wealth Partners held 6,121 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $667K as of Q1 2026.
  • Founders Grove Wealth Partners sold 936 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $103K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Founders Grove Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Founders Grove Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $778K in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.