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 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 $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

HighMark Wealth Management's LQD Position: Q1 2026 in Review

HighMark Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.51% in Q1 2026, buying an estimated $5.07K and bringing the position to 8,998 shares worth $981K. The position accounts for 0.4% of the portfolio, ranked #34.

HighMark Wealth Management first reported a position in LQD in Q1 2022 and has held it in 8 quarters since. The position peaked at $988K in Q2 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

HighMark Wealth Management held 8,998 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $981K as of Q1 2026.
HighMark Wealth Management bought 46 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.07K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.4% of HighMark Wealth Management's portfolio in Q1 2026, its #34 holding.
HighMark Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
HighMark Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $988K in Q2 2025.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.