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Integrated Wealth Concepts’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Integrated Wealth Concepts’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 		$6.09M Buy
55,858
+6,126
+12% +$667K 0.03% 517
2026
Q1 		$5.42M Buy
49,732
+35,746
+256% +$3.94M 0.04% 396
2025
Q4 		$1.54M Sell
13,986
-15,797
-53% -$1.76M 0.02% 603
2025
Q3 		$3.32M Buy
29,783
+2,421
+9% +$266K 0.03% 503
2025
Q2 		$3M Buy
27,362
+5,221
+24% +$560K 0.03% 496
2025
Q1 		$2.41M Sell
22,141
-2,630
-11% -$283K 0.03% 531
2024
Q4 		$2.65M Sell
24,771
-1,305
-5% -$143K 0.03% 470
2024
Q3 		$2.95M Buy
26,076
+4,424
+20% +$489K 0.04% 436
2024
Q2 		$2.32M Sell
21,652
-9,796
-31% -$1.05M 0.03% 467
2024
Q1 		$3.43M Sell
31,448
-10,388
-25% -$1.13M 0.05% 355
2023
Q4 		$4.63M Buy
41,836
+2,311
+6% +$241K 0.08% 250
2023
Q3 		$4.03M Buy
39,525
+15,716
+66% +$1.66M 0.07% 264
2023
Q2 		$2.57M Sell
23,809
-3,983
-14% -$431K 0.04% 372
2023
Q1 		$3.05M Buy
27,792
+11,973
+76% +$1.3M 0.06% 282
2022
Q4 		$1.67M Sell
15,819
-486
-3% -$50.9K 0.05% 357
2022
Q3 		$1.67M Buy
16,305
+4,771
+41% +$526K 0.05% 323
2022
Q2 		$1.27M Sell
11,534
-14,573
-56% -$1.65M 0.04% 386
2022
Q1 		$3.16M Buy
26,107
+3,168
+14% +$395K 0.1% 183
2021
Q4 		$3.04M Buy
22,939
+463
+2% +$61.5K 0.09% 188
2021
Q3 		$2.99M Sell
22,476
-268,862
-92% -$36.3M 0.1% 181
2021
Q2 		$39.1M Sell
291,338
-119,306
-29% -$15.7M 1.39% 12
2021
Q1 		$53.4M Buy
410,644
+86,125
+27% +$11.5M 2.19% 5
2020
Q4 		$44.8M Buy
324,519
+32,103
+11% +$4.37M 2.12% 5
2020
Q3 		$39.4M Sell
292,416
-197,771
-40% -$27M 2.43% 5
2020
Q2 		$65.9M Buy
490,187
+98,299
+25% +$12.8M 4.74% 1
2020
Q1 		$48.4M Buy
391,888
+204,620
+109% +$26.1M 4.47% 2
2019
Q4 		$24M Buy
187,268
+39,699
+27% +$5.06M 2.02% 7
2019
Q3 		$18.8M Buy
147,569
+23,247
+19% +$2.93M 2.12% 7
2019
Q2 		$14.8M Buy
124,322
+23,260
+23% +$2.79M 1.94% 9
2019
Q1 		$12M Buy
101,062
+21,878
+28% +$2.53M 2.04% 7
2018
Q4 		$8.93M Buy
79,184
+17,738
+29% +$1.99M 2.43% 8
2018
Q3 		$7.03M Buy
61,446
+50,628
+468% +$5.84M 2.12% 12
2018
Q2 		$1.24M Buy
10,818
+687
+7% +$79.1K 0.42% 57
2018
Q1 		$1.19M Buy
10,131
+4,865
+92% +$575K 0.48% 53
2017
Q4 		$637K Buy
+5,266
New +$637K 0.27% 78

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

Integrated Wealth Concepts's LQD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q2 2026, buying an estimated $667K and bringing the position to 55,858 shares worth $6.09M. The position accounts for 0.03% of the portfolio, ranked #517.

Integrated Wealth Concepts first reported a position in LQD in Q4 2017 and has held it in 35 quarters since. The position peaked at $65.9M in Q2 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Integrated Wealth Concepts held 55,858 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.09M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,126 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $667K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #517 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Integrated Wealth Concepts's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $65.9M in Q2 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.