Insight Wealth Partners
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Insight Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Insight Wealth Partners’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
Q3 		$11.1M Buy
108,790
+2,264
+2% +$240K 1.46% 6
2026
Q2 		$11.6M Sell
106,526
-33,182
-24% -$3.62M 1.56% 5
2026
Q1 		$15.2M Buy
139,708
+4,658
+3% +$514K 2.14% 4
2025
Q4 		$14.9M Buy
135,050
+13,284
+11% +$1.48M 2.04% 4
2025
Q3 		$13.6M Buy
121,766
+14,827
+14% +$1.63M 4.13% 4
2025
Q2 		$11.7M Sell
106,939
-14,642
-12% -$1.57M 4.55% 4
2025
Q1 		$13.2M Buy
121,581
+8,686
+8% +$936K 2.2% 3
2024
Q4 		$12.1M Buy
112,895
+6,328
+6% +$692K 1.65% 3
2024
Q3 		$12M Buy
106,567
+14,075
+15% +$1.56M 2.38% 3
2024
Q2 		$9.9M Sell
92,492
-273
-0.3% -$29.1K 1.71% 4
2024
Q1 		$10.1M Buy
92,765
+7,264
+8% +$789K 1.74% 5
2023
Q4 		$9.46M Sell
85,501
-763
-0.9% -$79.5K 1.64% 5
2023
Q3 		$8.8M Sell
86,264
-871
-1% -$91.8K 1.7% 5
2023
Q2 		$9.42M Sell
87,135
-3,073
-3% -$332K 2.18% 5
2023
Q1 		$9.9M Buy
90,208
+21,916
+32% +$2.37M 2.22% 4
2022
Q4 		$7.2M Buy
68,292
+24,518
+56% +$2.57M 5.38% 4
2022
Q3 		$4.48M Sell
43,774
-176,374
-80% -$19.4M 4.23% 6
2022
Q2 		$24.2M Buy
220,148
+3,972
+2% +$448K 18.21% 1
2022
Q1 		$26.1M Buy
216,176
+117,429
+119% +$14.6M 14.52% 2
2021
Q4 		$13.1M Buy
98,747
+7,733
+8% +$1.03M 2.45% 5
2021
Q3 		$12.1M Sell
91,014
-1,348
-1% -$182K 6.49% 5
2021
Q2 		$12.4M Buy
92,362
+3,340
+4% +$440K 6.61% 4
2021
Q1 		$11.6M Buy
89,022
+13,900
+19% +$1.85M 5.7% 5
2020
Q4 		$10.4M Buy
75,122
+44,767
+147% +$6.1M 6.35% 3
2020
Q3 		$4.09M Sell
30,355
-45,602
-60% -$6.22M 3.91% 8
2020
Q2 		$10.2M Buy
75,957
+3,961
+6% +$515K 10.49% 2
2020
Q1 		$8.89M Buy
71,996
+11,871
+20% +$1.51M 11.59% 3
2019
Q4 		$7.69M Buy
+60,125
New +$7.66M 7.63% 2

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Insight Wealth Partners's LQD Position: Q3 2026 in Review

Insight Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.1% in Q3 2026, buying an estimated $240K and bringing the position to 108,790 shares worth $11.1M. The position accounts for 1.46% of the portfolio, ranked #6.

Insight Wealth Partners first reported a position in LQD in Q4 2019 and has held it in 28 quarters since. The position peaked at $26.1M in Q1 2022. 321 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Insight Wealth Partners held 108,790 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.1M as of Q3 2026.
  • Insight Wealth Partners bought 2,264 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $240K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.46% of Insight Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Insight Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 28 quarters since.
  • Insight Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $26.1M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.