Fourth Dimension Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Fourth Dimension Wealth’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	$272K	Sell	2,498 -43	-2%	-$4.68K	0.09%	139
2026 Q1	$277K	Sell	2,541 -305	-11%	-$33.6K	0.11%	118
2025 Q4	$314K	Sell	2,846 -25	-0.9%	-$2.78K	0.11%	102
2025 Q3	$320K	Sell	2,871 -263	-8%	-$28.9K	0.12%	95
2025 Q2	$344K	Sell	3,134 -1,469	-32%	-$158K	0.15%	89
2025 Q1	$500K	Sell	4,603 -67	-1%	-$7.22K	0.24%	70
2024 Q4	$499K	Buy	+4,670	New	+$511K	0.26%	65

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Fourth Dimension Wealth's LQD Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.7% in Q2 2026, selling an estimated $4.68K and leaving 2,498 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #139.

Fourth Dimension Wealth first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Fourth Dimension Wealth held 2,498 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $272K as of Q2 2026.
Fourth Dimension Wealth sold 43 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.68K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Fourth Dimension Wealth's portfolio in Q2 2026, its #139 holding.
Fourth Dimension Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $500K in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.