IWC
LQDB icon

Integrated Wealth Concepts’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Integrated Wealth Concepts’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 		$1.39M Buy
16,060
+8,005
+99% +$691K 0.01% 1146
2026
Q1 		$695K Buy
8,055
+530
+7% +$46.2K 0.01% 1337
2025
Q4 		$656K Buy
7,525
+125
+2% +$11K 0.01% 962
2025
Q3 		$651K Buy
7,400
+350
+5% +$30.4K 0.01% 1206
2025
Q2 		$612K Buy
7,050
+100
+1% +$8.52K 0.01% 1160
2025
Q1 		$598K Buy
6,950
+300
+5% +$25.7K 0.01% 1066
2024
Q4 		$565K Buy
6,650
+500
+8% +$43.2K 0.01% 1076
2024
Q3 		$544K Buy
6,150
+250
+4% +$21.7K 0.01% 1046
2024
Q2 		$501K Buy
5,900
+700
+13% +$59.1K 0.01% 1051
2024
Q1 		$446K Buy
5,200
+150
+3% +$12.8K 0.01% 1097
2023
Q4 		$438K Buy
+5,050
New +$416K 0.01% 1057

Other funds holding LQDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares BBB Rated Corporate Bond ETF (LQDB) stake by 99% in Q2 2026, buying an estimated $691K and bringing the position to 16,060 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1146.

Integrated Wealth Concepts first reported a position in LQDB in Q4 2023 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold LQDB as of Q2 2026.

  • Integrated Wealth Concepts held 16,060 shares of iShares BBB Rated Corporate Bond ETF worth $1.39M as of Q2 2026.
  • Integrated Wealth Concepts bought 8,005 iShares BBB Rated Corporate Bond ETF shares in Q2 2026, an estimated $691K.
  • iShares BBB Rated Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1146 holding.
  • Integrated Wealth Concepts first reported a position in iShares BBB Rated Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q2 2026.

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