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Intergy Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Intergy Private Wealth’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
Q3 		$1.52M Buy
14,910
+299
+2% +$31.7K 0.34% 44
2026
Q2 		$1.59M Buy
14,611
+2,018
+16% +$220K 0.37% 41
2026
Q1 		$1.37M Buy
12,593
+800
+7% +$88.2K 0.4% 36
2025
Q4 		$1.3M Buy
11,793
+399
+4% +$44.4K 0.39% 39
2025
Q3 		$1.27M Buy
11,394
+484
+4% +$53.2K 0.4% 37
2025
Q2 		$1.2M Buy
10,910
+1,857
+21% +$199K 0.41% 35
2025
Q1 		$984K Buy
9,053
+1,693
+23% +$182K 0.37% 39
2024
Q4 		$786K Buy
7,360
+639
+10% +$69.9K 0.29% 53
2024
Q3 		$759K Buy
6,721
+720
+12% +$79.7K 0.29% 50
2024
Q2 		$643K Buy
6,001
+588
+11% +$62.8K 0.27% 55
2024
Q1 		$590K Sell
5,413
-304
-5% -$33K 0.24% 54
2023
Q4 		$633K Buy
5,717
+532
+10% +$55.4K 0.27% 50
2023
Q3 		$529K Buy
5,185
+250
+5% +$26.4K 0.26% 50
2023
Q2 		$534K Buy
4,935
+144
+3% +$15.6K 0.26% 50
2023
Q1 		$525K Buy
4,791
+111
+2% +$12K 0.29% 45
2022
Q4 		$493K Buy
4,680
+714
+18% +$74.7K 0.31% 46
2022
Q3 		$406K Buy
3,966
+1,154
+41% +$127K 0.29% 48
2022
Q2 		$309K Buy
2,812
+387
+16% +$43.7K 0.24% 50
2022
Q1 		$293K Buy
+2,425
New +$302K 0.2% 44

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $264M AUM 34.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Intergy Private Wealth's LQD Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2% in Q3 2026, buying an estimated $31.7K and bringing the position to 14,910 shares worth $1.52M. The position accounts for 0.34% of the portfolio, ranked #44.

Intergy Private Wealth first reported a position in LQD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.59M in Q2 2026. 214 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Intergy Private Wealth held 14,910 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.52M as of Q3 2026.
  • Intergy Private Wealth bought 299 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $31.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.34% of Intergy Private Wealth's portfolio in Q3 2026, its #44 holding.
  • Intergy Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Intergy Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.59M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.