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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$770K Buy
7,062
+734
+12% +$80.9K 0.47% 48
2025
Q4
$697K Sell
6,328
-42
-0.7% -$4.67K 0.44% 52
2025
Q3
$710K Buy
6,370
+235
+4% +$25.8K 0.45% 48
2025
Q2
$672K Buy
6,135
+64
+1% +$6.87K 0.58% 39
2025
Q1
$660K Buy
6,071
+12
+0.2% +$1.29K 0.63% 37
2024
Q4
$647K Buy
+6,059
New +$663K 0.64% 36
2024
Q1
Sell
-11,403
Closed -$1.26M 126
2023
Q4
$1.26M Buy
+11,403
New +$1.19M 1.25% 19

Other funds holding LQD

International Private Wealth Advisors's LQD Position: Q1 2026 in Review

International Private Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q1 2026, buying an estimated $80.9K and bringing the position to 7,062 shares worth $770K. The position accounts for 0.47% of the portfolio, ranked #48.

International Private Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • International Private Wealth Advisors held 7,062 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $770K as of Q1 2026.
  • International Private Wealth Advisors bought 734 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $80.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.47% of International Private Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • International Private Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • International Private Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.26M in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.