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Heritage Wealth Management (California)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Heritage Wealth Management (California)’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
Q1 		$4.01M Buy
36,837
+1,625
+5% +$179K 2.24% 11
2025
Q4 		$3.88M Buy
35,212
+1,430
+4% +$159K 2.51% 11
2025
Q3 		$3.77M Sell
33,782
-880
-3% -$96.7K 2.57% 10
2025
Q2 		$3.8M Buy
34,662
+1,293
+4% +$139K 2.88% 10
2025
Q1 		$3.63M Sell
33,369
-1,089
-3% -$117K 3.1% 8
2024
Q4 		$3.68M Buy
34,458
+1,376
+4% +$151K 3.14% 8
2024
Q3 		$3.74M Sell
33,082
-562
-2% -$62.2K 3.37% 9
2024
Q2 		$3.6M Buy
33,644
+2,831
+9% +$302K 3.48% 8
2024
Q1 		$3.36M Buy
30,813
+449
+1% +$48.8K 3.33% 9
2023
Q4 		$3.36M Buy
+30,364
New +$3.16M 3.62% 8

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return