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

Horst & Graben 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 		$380K Buy
3,502
+8
+0.2% +$872 0.05% 139
2026
Q1 		$382K Buy
3,494
+83
+2% +$9.15K 0.05% 134
2025
Q4 		$376K Sell
3,411
-483
-12% -$53.7K 0.06% 126
2025
Q3 		$434K Sell
3,894
-1
-0% -$110 0.07% 118
2025
Q2 		$427K Sell
3,895
-2
-0.1% -$215 0.07% 112
2025
Q1 		$424K Buy
3,897
+1,451
+59% +$156K 0.08% 105
2024
Q4 		$261K Sell
2,446
-544
-18% -$59.5K 0.05% 129
2024
Q3 		$338K Sell
2,990
-809
-21% -$89.5K 0.06% 108
2024
Q2 		$407K Sell
3,799
-2,381
-39% -$254K 0.08% 95
2024
Q1 		$673K Buy
6,180
+2,327
+60% +$253K 0.14% 71
2023
Q4 		$426K Buy
+3,853
New +$401K 0.09% 88

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Horst & Graben Wealth Management's LQD Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.23% in Q2 2026, buying an estimated $872 and bringing the position to 3,502 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #139.

Horst & Graben Wealth Management first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $673K in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Horst & Graben Wealth Management held 3,502 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $380K as of Q2 2026.
  • Horst & Graben Wealth Management bought 8 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $872.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Horst & Graben Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Horst & Graben Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $673K in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.