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 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 $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Insight Wealth Partners increased its iShares BBB Rated Corporate Bond ETF (LQDB) stake by 12% in Q2 2026, buying an estimated $285K and bringing the position to 30,240 shares worth $2.61M. The position accounts for 0.35% of the portfolio, ranked #30.

Insight Wealth Partners first reported a position in LQDB in Q3 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold LQDB as of Q2 2026.

Insight Wealth Partners held 30,240 shares of iShares BBB Rated Corporate Bond ETF worth $2.61M as of Q2 2026.
Insight Wealth Partners bought 3,299 iShares BBB Rated Corporate Bond ETF shares in Q2 2026, an estimated $285K.
iShares BBB Rated Corporate Bond ETF made up 0.35% of Insight Wealth Partners's portfolio in Q2 2026, its #30 holding.
Insight Wealth Partners first reported a position in iShares BBB Rated Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q2 2026.

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