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 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Intergy Private Wealth's LQD Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q2 2026, buying an estimated $220K and bringing the position to 14,611 shares worth $1.59M. The position accounts for 0.37% of the portfolio, ranked #41.

Intergy Private Wealth first reported a position in LQD in Q1 2022 and has held it in 18 quarters since. 227 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Intergy Private Wealth held 14,611 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.59M as of Q2 2026.
Intergy Private Wealth bought 2,018 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $220K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.37% of Intergy Private Wealth's portfolio in Q2 2026, its #41 holding.
Intergy Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
227 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.