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

Invictus 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 		$10.8M Buy
98,911
+10,797
+12% +$1.18M 0.58% 23
2026
Q1 		$9.6M Sell
88,114
-5,190
-6% -$572K 0.59% 23
2025
Q4 		$10.3M Buy
93,304
+1,055
+1% +$117K 0.62% 22
2025
Q3 		$10.3M Buy
92,249
+3,056
+3% +$336K 0.64% 22
2025
Q2 		$9.78M Buy
89,193
+16,874
+23% +$1.81M 0.67% 23
2025
Q1 		$7.86M Sell
72,319
-4,977
-6% -$536K 0.62% 23
2024
Q4 		$8.26M Sell
77,296
-8,166
-10% -$894K 0.63% 24
2024
Q3 		$9.66M Sell
85,462
-46
-0.1% -$5.09K 0.76% 24
2024
Q2 		$9.16M Sell
85,508
-1,143
-1% -$122K 0.77% 24
2024
Q1 		$9.44M Sell
86,651
-11,259
-11% -$1.22M 0.84% 23
2023
Q4 		$10.8M Sell
97,910
-4,763
-5% -$496K 1.06% 19
2023
Q3 		$10.5M Sell
102,673
-2,296
-2% -$242K 1.15% 20
2023
Q2 		$11.4M Sell
104,969
-8,393
-7% -$908K 1.22% 19
2023
Q1 		$12.4M Sell
113,362
-20,874
-16% -$2.26M 1.46% 19
2022
Q4 		$14.2M Buy
+134,236
New +$14.1M 1.82% 15

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Invictus Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q2 2026, buying an estimated $1.18M and bringing the position to 98,911 shares worth $10.8M. The position accounts for 0.58% of the portfolio, ranked #23.

Invictus Private Wealth first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q4 2022. 1,116 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Invictus Private Wealth held 98,911 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.8M as of Q2 2026.
  • Invictus Private Wealth bought 10,797 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.18M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.58% of Invictus Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Invictus Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Invictus Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.2M in Q4 2022.
  • 1,116 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.