Jessup Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Jessup Wealth Management’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 Q1	–	Sell	-300	Closed	-$33.1K	–	225
2025 Q4	$33.1K	Buy	+300	New	+$33.4K	0.01%	177
2024 Q2	–	Sell	-2,197	Closed	-$239K	–	66
2024 Q1	$239K	Sell	2,197 -31	-1%	-$3.37K	0.1%	54
2023 Q4	$247K	Sell	2,228 -2,476	-53%	-$258K	0.12%	46
2023 Q3	$480K	Sell	4,704 -4,722	-50%	-$498K	0.28%	39
2023 Q2	$1.02M	Sell	9,426 -2,148	-19%	-$232K	0.55%	34
2023 Q1	$1.27M	Sell	11,574 -1,137	-9%	-$123K	0.75%	29
2022 Q4	$1.34M	Buy	+12,711	New	+$1.33M	0.85%	30

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Jessup Wealth Management's LQD Position: Q1 2026 in Review

Jessup Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 300 shares — an estimated $33.1K sold.

Jessup Wealth Management first reported a position in LQD in Q4 2022 and held it in 7 quarters. The position peaked at $1.34M in Q4 2022. 1,108 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Jessup Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 300 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $33.1K.
Jessup Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Jessup Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.34M in Q4 2022.
1,108 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.