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

Independent Solutions 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 		$5.16M Buy
47,380
+65
+0.1% +$7.17K 0.76% 33
2025
Q4 		$5.21M Buy
47,315
+11,883
+34% +$1.32M 0.96% 30
2025
Q3 		$3.95M Buy
35,432
+1,851
+6% +$203K 0.7% 41
2025
Q2 		$3.68M Sell
33,581
-161
-0.5% -$17.3K 0.72% 44
2025
Q1 		$3.67M Buy
33,742
+375
+1% +$40.4K 0.82% 35
2024
Q4 		$3.56M Sell
33,367
-9,156
-22% -$1M 0.78% 35
2024
Q3 		$4.8M Sell
42,523
-960
-2% -$106K 1.09% 23
2024
Q2 		$4.66M Buy
43,483
+212
+0.5% +$22.6K 1.07% 21
2024
Q1 		$4.71M Sell
43,271
-15,070
-26% -$1.64M 1.12% 21
2023
Q4 		$6.46M Sell
58,341
-972
-2% -$101K 1.66% 13
2023
Q3 		$6.05M Buy
59,313
+880
+2% +$92.8K 1.57% 15
2023
Q2 		$6.32M Sell
58,433
-84
-0.1% -$9.08K 1.59% 13
2023
Q1 		$6.41M Buy
58,517
+1,416
+2% +$153K 1.89% 11
2022
Q4 		$6.02M Buy
57,101
+13,608
+31% +$1.42M 1.83% 12
2022
Q3 		$4.46M Sell
43,493
-1,230
-3% -$136K 1.46% 14
2022
Q2 		$4.92M Sell
44,723
-1,968
-4% -$222K 1.53% 14
2022
Q1 		$5.65M Sell
46,691
-1,608
-3% -$201K 1.33% 16
2021
Q4 		$6.4M Sell
48,299
-3,238
-6% -$430K 1.51% 13
2021
Q3 		$6.86M Sell
51,537
-3,465
-6% -$468K 1.7% 13
2021
Q2 		$7.39M Sell
55,002
-3,618
-6% -$477K 1.79% 12
2021
Q1 		$7.62M Buy
58,620
+10,282
+21% +$1.37M 2.09% 11
2020
Q4 		$6.68M Buy
48,338
+5,380
+13% +$733K 2.08% 11
2020
Q3 		$5.79M Buy
42,958
+5,253
+14% +$716K 2.21% 11
2020
Q2 		$5.07M Buy
37,705
+2,088
+6% +$272K 2.17% 11
2020
Q1 		$4.4M Sell
35,617
-1,661
-4% -$212K 2.43% 10
2019
Q4 		$4.77M Buy
+37,278
New +$4.75M 2.11% 13

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Independent Solutions Wealth Management's LQD Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.14% in Q1 2026, buying an estimated $7.17K and bringing the position to 47,380 shares worth $5.16M. The position accounts for 0.76% of the portfolio, ranked #33.

Independent Solutions Wealth Management first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.62M in Q1 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Independent Solutions Wealth Management held 47,380 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.16M as of Q1 2026.
  • Independent Solutions Wealth Management bought 65 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.17K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.76% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Independent Solutions Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.62M in Q1 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.