Insight Wealth Partners’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Insight Wealth Partners’s Portfolio LQDB Stock Details LQDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.41M	Sell	29,241 -999	-3%	-$84.5K	0.32%	33
2026 Q2	$2.61M	Buy	30,240 +3,299	+12%	+$285K	0.35%	30
2026 Q1	$2.33M	Sell	26,941 -464	-2%	-$40.4K	0.33%	28
2025 Q4	$2.39M	Buy	27,405 +1,112	+4%	+$97.5K	0.33%	28
2025 Q3	$2.31M	Buy	26,293 +699	+3%	+$60.8K	0.7%	25
2025 Q2	$2.22M	Sell	25,594 -34	-0.1%	-$2.9K	0.86%	22
2025 Q1	$2.2M	Sell	25,628 -23	-0.1%	-$1.97K	0.37%	25
2024 Q4	$2.18M	Buy	25,651 +612	+2%	+$52.9K	0.3%	27
2024 Q3	$2.22M	Buy	+25,039	New	+$2.18M	0.44%	27

Other funds holding LQDB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return

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

Insight Wealth Partners reduced its iShares BBB Rated Corporate Bond ETF (LQDB) stake by 3.3% in Q3 2026, selling an estimated $84.5K and leaving 29,241 shares worth $2.41M. The position accounts for 0.32% of the portfolio, ranked #33.

Insight Wealth Partners first reported a position in LQDB in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.61M in Q2 2026. 9 funds tracked by Wall St. Rank hold LQDB as of Q3 2026.

Insight Wealth Partners held 29,241 shares of iShares BBB Rated Corporate Bond ETF worth $2.41M as of Q3 2026.
Insight Wealth Partners sold 999 iShares BBB Rated Corporate Bond ETF shares in Q3 2026, an estimated $84.5K.
iShares BBB Rated Corporate Bond ETF made up 0.32% of Insight Wealth Partners's portfolio in Q3 2026, its #33 holding.
Insight Wealth Partners first reported a position in iShares BBB Rated Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Insight Wealth Partners's iShares BBB Rated Corporate Bond ETF position peaked at $2.61M in Q2 2026.
9 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q3 2026.

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