Highline Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Highline Wealth Partners’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	$3.17K	Buy	+31	New	+$3.28K	﹤0.01%	1042
2026 Q2	–	Sell	-92	Closed	-$10K	–	1465
2026 Q1	$10K	Hold	92	–	–	﹤0.01%	453
2025 Q4	$10.1K	Hold	92	–	–	﹤0.01%	403
2025 Q3	$10.3K	Buy	+92	New	+$10.1K	﹤0.01%	407
2024 Q2	–	Sell	-235	Closed	-$25.6K	–	578
2024 Q1	$25.6K	Buy	+235	New	+$25.5K	0.01%	160

Other funds holding LQD

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 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

Highline Wealth Partners's LQD Position: Q3 2026 in Review

Highline Wealth Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026: 31 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in LQD as recently as Q1 2026.

Highline Wealth Partners first reported a position in LQD in Q1 2024 and has held it in 5 quarters since. The position peaked at $25.6K in Q1 2024. 804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Highline Wealth Partners held 31 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.17K as of Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Highline Wealth Partners position in Q3 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1042 holding.
Highline Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Highline Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $25.6K in Q1 2024.
804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.