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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
Q2 		$4.16M Buy
38,147
+1,310
+4% +$143K 1.58% 12
2026
Q1 		$4.01M Buy
36,837
+1,625
+5% +$179K 2.21% 11
2025
Q4 		$3.88M Buy
35,212
+1,430
+4% +$159K 2.47% 11
2025
Q3 		$3.77M Sell
33,782
-880
-3% -$96.7K 2.52% 10
2025
Q2 		$3.8M Buy
34,662
+1,293
+4% +$139K 2.53% 10
2025
Q1 		$3.63M Sell
33,369
-1,089
-3% -$117K 2.73% 8
2024
Q4 		$3.68M Buy
34,458
+1,376
+4% +$151K 2.65% 8
2024
Q3 		$3.74M Sell
33,082
-562
-2% -$62.2K 2.65% 9
2024
Q2 		$3.6M Buy
33,644
+2,831
+9% +$302K 2.64% 8
2024
Q1 		$3.36M Buy
30,813
+449
+1% +$48.8K 2.53% 9
2023
Q4 		$3.36M Buy
+30,364
New +$3.16M 2.69% 8

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

Heritage Wealth Management (California)'s LQD Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q2 2026, buying an estimated $143K and bringing the position to 38,147 shares worth $4.16M. The position accounts for 1.58% of the portfolio, ranked #12.

Heritage Wealth Management (California) first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Heritage Wealth Management (California) held 38,147 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.16M as of Q2 2026.
  • Heritage Wealth Management (California) bought 1,310 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.58% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #12 holding.
  • Heritage Wealth Management (California) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.