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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Integrated Wealth Concepts's LQD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 256% in Q1 2026, buying an estimated $3.94M and bringing the position to 49,732 shares worth $5.42M. The position accounts for 0.04% of the portfolio, ranked #396.

Integrated Wealth Concepts first reported a position in LQD in Q4 2017 and has held it in 34 quarters since. The position peaked at $65.9M in Q2 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Integrated Wealth Concepts held 49,732 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.42M as of Q1 2026.
  • Integrated Wealth Concepts bought 35,746 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.94M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #396 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $65.9M in Q2 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.