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

Insight Wealth Strategies’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 		$4.73M Sell
43,566
-207,637
-83% -$22.6M 0.46% 72
2026
Q1 		$27.4M Sell
251,203
-25,452
-9% -$2.81M 3.06% 4
2025
Q4 		$30.5M Buy
276,655
+215,129
+350% +$23.9M 3.5% 2
2025
Q3 		$6.86M Sell
61,526
-2,139
-3% -$235K 0.81% 33
2025
Q2 		$6.96M Sell
63,665
-1,764
-3% -$189K 0.88% 30
2025
Q1 		$7.11M Sell
65,429
-197,952
-75% -$21.3M 0.96% 29
2024
Q4 		$28.1M Buy
263,381
+44
+0% +$4.82K 3.77% 3
2024
Q3 		$29.8M Sell
263,337
-1,554
-0.6% -$172K 3.92% 2
2024
Q2 		$28.4M Buy
264,891
+9,115
+4% +$973K 4.04% 3
2024
Q1 		$27.9M Buy
255,776
+47,035
+23% +$5.11M 4.09% 3
2023
Q4 		$23.1M Buy
208,741
+16,070
+8% +$1.67M 3.73% 5
2023
Q3 		$19.7M Buy
192,671
+5,582
+3% +$589K 3.8% 10
2023
Q2 		$20.2M Sell
187,089
-267
-0.1% -$28.9K 3.87% 11
2023
Q1 		$20.5M Sell
187,356
-36,254
-16% -$3.93M 4.03% 11
2022
Q4 		$23.6M Buy
223,610
+2,703
+1% +$283K 4.56% 6
2022
Q3 		$24.3M Hold
220,907
– – 4.51% 6
2022
Q2 		$24.3M Buy
220,907
+5,324
+2% +$601K 4.51% 6
2022
Q1 		$26.1M Buy
215,583
+5,867
+3% +$732K 3.84% 11
2021
Q4 		$27.8M Buy
209,716
+35,490
+20% +$4.72M 3.96% 8
2021
Q3 		$23.2M Sell
174,226
-1,040
-0.6% -$141K 3.26% 15
2021
Q2 		$23.5M Sell
175,266
-12,240
-7% -$1.61M 3.35% 14
2021
Q1 		$24.4M Sell
187,506
-24,739
-12% -$3.29M 3.27% 13
2020
Q4 		$29.3M Buy
212,245
+33,707
+19% +$4.59M 4.98% 2
2020
Q3 		$24.1M Sell
178,538
-47,526
-21% -$6.48M 4.46% 4
2020
Q2 		$30.4M Buy
226,064
+796
+0.4% +$104K 6.77% 2
2020
Q1 		$27.8M Buy
225,268
+179,769
+395% +$22.9M 7.4% 2
2019
Q4 		$5.82M Buy
45,499
+2,504
+6% +$319K 1.23% 18
2019
Q3 		$5.48M Buy
42,995
+23,194
+117% +$2.92M 1.29% 18
2019
Q2 		$2.46M Sell
19,801
-4,313
-18% -$518K 0.6% 26
2019
Q1 		$2.87M Buy
24,114
+5,564
+30% +$645K 0.8% 22
2018
Q4 		$2.09M Buy
+18,550
New +$2.09M 0.64% 23

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Insight Wealth Strategies reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 83% in Q2 2026, selling an estimated $22.6M and leaving 43,566 shares worth $4.73M. The position accounts for 0.46% of the portfolio, ranked #72.

Insight Wealth Strategies first reported a position in LQD in Q4 2018 and has held it in 31 quarters since. The position peaked at $30.5M in Q4 2025. 421 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Insight Wealth Strategies held 43,566 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.73M as of Q2 2026.
  • Insight Wealth Strategies sold 207,637 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.6M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.46% of Insight Wealth Strategies's portfolio in Q2 2026, its #72 holding.
  • Insight Wealth Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $30.5M in Q4 2025.
  • 421 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.