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

HighMark 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 Q2	$1.02M	Buy	9,335 +337	+4%	+$36.7K	0.34%	37
2026 Q1	$981K	Buy	8,998 +46	+0.5%	+$5.07K	0.4%	34
2025 Q4	$986K	Buy	8,952 +95	+1%	+$10.6K	0.4%	35
2025 Q3	$987K	Sell	8,857 -157	-2%	-$17.3K	0.43%	32
2025 Q2	$988K	Buy	+9,014	New	+$967K	0.48%	27
2024 Q4	–	Sell	-1,487	Closed	-$168K	–	598
2024 Q3	$168K	Buy	+1,487	New	+$165K	0.09%	77
2024 Q1	–	Sell	-3	Closed	-$336	–	591
2023 Q4	$336	Buy	+3	New	+$312	﹤0.01%	542
2022 Q3	–	Sell	-330	Closed	-$36K	–	541
2022 Q2	$36K	Hold	330	–	–	0.03%	116
2022 Q1	$40K	Buy	+330	New	+$41.2K	0.03%	121

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

HighMark Wealth Management's LQD Position: Q2 2026 in Review

HighMark Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.7% in Q2 2026, buying an estimated $36.7K and bringing the position to 9,335 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #37.

HighMark Wealth Management first reported a position in LQD in Q1 2022 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

HighMark Wealth Management held 9,335 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.02M as of Q2 2026.
HighMark Wealth Management bought 337 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $36.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.34% of HighMark Wealth Management's portfolio in Q2 2026, its #37 holding.
HighMark Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 9 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.