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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
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 		$9.91M 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 		$9.89M 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 		$4.49M 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

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

Insight Wealth Partners's LQD Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 24% in Q2 2026, selling an estimated $3.62M and leaving 106,526 shares worth $11.6M. The position accounts for 1.56% of the portfolio, ranked #5.

Insight Wealth Partners first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.1M in Q1 2022. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Insight Wealth Partners held 106,526 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.6M as of Q2 2026.
  • Insight Wealth Partners sold 33,182 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.62M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.56% of Insight Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Insight Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Insight Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $26.1M in Q1 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.