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

FWL Investment 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 		$92.5K Buy
848
+360
+74% +$39.2K 0.02% 156
2026
Q1 		$53.2K Buy
488
+30
+7% +$3.31K 0.01% 158
2025
Q4 		$50.5K Buy
458
+15
+3% +$1.67K 0.01% 157
2025
Q3 		$49.4K Buy
443
+60
+16% +$6.6K 0.01% 149
2025
Q2 		$42K Sell
383
-5
-1% -$537 0.01% 158
2025
Q1 		$42.2K Buy
388
+40
+11% +$4.31K 0.02% 144
2024
Q4 		$37.2K Sell
348
-5
-1% -$547 0.01% 162
2024
Q3 		$39.9K Buy
353
+15
+4% +$1.66K 0.02% 135
2024
Q2 		$36.2K Buy
338
+37
+12% +$3.95K 0.02% 129
2024
Q1 		$32.8K Buy
301
+8
+3% +$869 0.02% 120
2023
Q4 		$32.4K Buy
293
+264
+910% +$27.5K 0.02% 112
2023
Q3 		$2.96K Buy
+29
New +$3.06K ﹤0.01% 167
2023
Q2 		– Sell
-11
Closed -$1.21K – 66
2023
Q1 		$1.21K Buy
11
+10
+1,000% +$1.08K ﹤0.01% 72
2022
Q4 		$105 Sell
1
-77
-99% -$8.06K ﹤0.01% 187
2022
Q3 		$8K Buy
+78
New +$8.6K 0.01% 53

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

FWL Investment Management's LQD Position: Q2 2026 in Review

FWL Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 74% in Q2 2026, buying an estimated $39.2K and bringing the position to 848 shares worth $92.5K. The position accounts for 0.02% of the portfolio, ranked #156.

FWL Investment Management first reported a position in LQD in Q3 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • FWL Investment Management held 848 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $92.5K as of Q2 2026.
  • FWL Investment Management bought 360 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $39.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #156 holding.
  • FWL Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.