High Note Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

High Note 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	–	Hold	0	–	–	–	951
2026 Q1	–	Hold	0	–	–	–	926
2025 Q4	–	Hold	0	–	–	–	899
2025 Q3	–	Hold	0	–	–	–	857
2025 Q2	–	Hold	0	–	–	–	869
2025 Q1	–	Sell	-9	Closed	-$970	–	872
2024 Q4	$1.01K	Buy	+9	New	+$985	﹤0.01%	749
2022 Q3	–	Sell	-29,528	Closed	-$3.25M	–	99
2022 Q2	$3.25M	Sell	29,528 -917	-3%	-$104K	1.27%	22
2022 Q1	$3.68M	Buy	30,445 +54	+0.2%	+$6.74K	1.3%	21
2021 Q4	$4.03M	Buy	30,391 +505	+2%	+$67.1K	1.36%	24
2021 Q3	$3.98M	Buy	29,886 +2,024	+7%	+$274K	1.44%	22
2021 Q2	$3.74M	Buy	27,862 +1,873	+7%	+$247K	1.36%	22
2021 Q1	$3.38M	Buy	25,989 +1,583	+6%	+$211K	1.31%	22
2020 Q4	$3.37M	Buy	+24,406	New	+$3.32M	1.43%	18

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

High Note Wealth's LQD Position: Q2 2026 in Review

High Note Wealth held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 0 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #951.

High Note Wealth first reported a position in LQD in Q4 2020 and has held it in 8 quarters since. The position peaked at $4.03M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

High Note Wealth held 0 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $54 as of Q2 2026.
High Note Wealth left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #951 holding.
High Note Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 8 quarters since.
High Note Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.03M in Q4 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.