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Fountainhead AM’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fountainhead AM’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 		– Sell
-781
Closed -$85.1K – 238
2026
Q1 		$85.1K Buy
781
+182
+30% +$20.1K 0.08% 141
2025
Q4 		$66K Sell
599
-1,589
-73% -$177K 0.1% 96
2025
Q3 		$244K Sell
2,188
-27
-1% -$2.97K 0.03% 201
2025
Q2 		$243K Buy
2,215
+75
+4% +$8.05K 0.04% 184
2025
Q1 		$233K Buy
2,140
+82
+4% +$8.84K 0.04% 163
2024
Q4 		$220K Buy
2,058
+248
+14% +$27.1K 0.04% 156
2024
Q3 		$205K Sell
1,810
-85
-4% -$9.4K 0.04% 138
2024
Q2 		$203K Buy
1,895
+21
+1% +$2.24K 0.05% 134
2024
Q1 		$204K Buy
+1,874
New +$204K 0.05% 129
2023
Q3 		– Sell
-3,360
Closed -$363K – 99
2023
Q2 		$363K Buy
+3,360
New +$363K 0.13% 54

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

Fountainhead AM's LQD Position: Q2 2026 in Review

Fountainhead AM sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 781 shares — an estimated $85.1K sold.

Fountainhead AM first reported a position in LQD in Q2 2023 and held it in 10 quarters. The position peaked at $363K in Q2 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Fountainhead AM reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fountainhead AM sold 781 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $85.1K.
  • Fountainhead AM first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
  • Fountainhead AM's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $363K in Q2 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.