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

Independent Wealth Network’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 		$435K Sell
3,987
-61
-2% -$6.65K 0.11% 200
2026
Q1 		$441K Buy
4,048
+36
+0.9% +$3.97K 0.13% 178
2025
Q4 		$442K Buy
4,012
+206
+5% +$22.9K 0.14% 167
2025
Q3 		$424K Buy
3,806
+415
+12% +$45.6K 0.14% 171
2025
Q2 		$372K Buy
3,391
+21
+0.6% +$2.25K 0.14% 170
2025
Q1 		$366K Sell
3,370
-7
-0.2% -$754 0.15% 161
2024
Q4 		$361K Sell
3,377
-55
-2% -$6.02K 0.15% 155
2024
Q3 		$388K Sell
3,432
-143
-4% -$15.8K 0.17% 139
2024
Q2 		$383K Sell
3,575
-31
-0.9% -$3.31K 0.18% 138
2024
Q1 		$393K Buy
3,606
+464
+15% +$50.4K 0.18% 139
2023
Q4 		$348K Buy
3,142
+12
+0.4% +$1.25K 0.18% 133
2023
Q3 		$319K Sell
3,130
-32
-1% -$3.37K 0.2% 126
2023
Q2 		$342K Buy
+3,162
New +$342K 0.21% 130
2022
Q2 		– Sell
-1,747
Closed -$211K – 206
2022
Q1 		$211K Sell
1,747
-1,697
-49% -$212K 0.13% 184
2021
Q4 		$456K Sell
3,444
-1,118
-25% -$149K 0.28% 102
2021
Q3 		$607K Buy
+4,562
New +$617K 0.4% 65

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Independent Wealth Network's LQD Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q2 2026, selling an estimated $6.65K and leaving 3,987 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #200.

Independent Wealth Network first reported a position in LQD in Q3 2021 and has held it in 16 quarters since. The position peaked at $607K in Q3 2021. 287 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Independent Wealth Network held 3,987 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $435K as of Q2 2026.
  • Independent Wealth Network sold 61 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.65K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Independent Wealth Network's portfolio in Q2 2026, its #200 holding.
  • Independent Wealth Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Independent Wealth Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $607K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.