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

High Point 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 Q3	$209K	Buy	2,045 +45	+2%	+$4.77K	0.17%	90
2026 Q2	$218K	Hold	2,000	–	–	0.18%	86
2026 Q1	$218K	Hold	2,000	–	–	0.21%	82
2025 Q4	$220K	Buy	+2,000	New	+$222K	0.21%	83

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

High Point Wealth Management's LQD Position: Q3 2026 in Review

High Point Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.3% in Q3 2026, buying an estimated $4.77K and bringing the position to 2,045 shares worth $209K. The position accounts for 0.17% of the portfolio, ranked #90.

High Point Wealth Management first reported a position in LQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

High Point Wealth Management held 2,045 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $209K as of Q3 2026.
High Point Wealth Management bought 45 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.77K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of High Point Wealth Management's portfolio in Q3 2026, its #90 holding.
High Point Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
High Point Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $220K in Q4 2025.
699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.