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

HB 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 		$524K Sell
4,802
-1,210
-20% -$132K ﹤0.01% 1077
2026
Q1 		$655K Sell
6,012
-28
-0.5% -$3.09K ﹤0.01% 847
2025
Q4 		$666K Sell
6,040
-1,459
-19% -$162K ﹤0.01% 773
2025
Q3 		$836K Buy
7,499
+1,000
+15% +$110K 0.01% 668
2025
Q2 		$712K Buy
6,499
+2,721
+72% +$292K 0.01% 627
2025
Q1 		$411K Sell
3,778
-506
-12% -$54.5K ﹤0.01% 833
2024
Q4 		$458K Sell
4,284
-417
-9% -$45.6K ﹤0.01% 646
2024
Q3 		$531K Buy
4,701
+659
+16% +$72.9K 0.01% 569
2024
Q2 		$433K Sell
4,042
-245
-6% -$26.1K 0.01% 584
2024
Q1 		$467K Buy
4,287
+61
+1% +$6.63K 0.01% 525
2023
Q4 		$468K Sell
4,226
-473
-10% -$49.3K 0.01% 484
2023
Q3 		$479K Sell
4,699
-935
-17% -$98.6K 0.01% 440
2023
Q2 		$609K Buy
5,634
+1,013
+22% +$110K 0.01% 374
2023
Q1 		$506K Sell
4,621
-11,955
-72% -$1.29M 0.01% 411
2022
Q4 		$1.75M Buy
16,576
+4,889
+42% +$512K 0.03% 213
2022
Q3 		$1.2M Buy
11,687
+362
+3% +$39.9K 0.03% 235
2022
Q2 		$1.25M Buy
11,325
+5,446
+93% +$615K 0.03% 227
2022
Q1 		$711K Sell
5,879
-5,649
-49% -$705K 0.01% 303
2021
Q4 		$1.53M Buy
+11,528
New +$1.53M 0.03% 183

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

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

HB Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 20% in Q2 2026, selling an estimated $132K and leaving 4,802 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

HB Wealth Management first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q4 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • HB Wealth Management held 4,802 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $524K as of Q2 2026.
  • HB Wealth Management sold 1,210 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • HB Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.75M in Q4 2022.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.