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Keystone Wealth Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Keystone Wealth Services’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 		$328K Buy
3,010
+3
+0.1% +$327 0.06% 246
2026
Q1 		$328K Sell
3,007
-6,693
-69% -$738K 0.07% 234
2025
Q4 		$1.07M Buy
9,700
+6,634
+216% +$738K 0.23% 84
2025
Q3 		$342K Sell
3,066
-13,281
-81% -$1.46M 0.07% 228
2025
Q2 		$1.79M Sell
16,347
-90
-0.5% -$9.66K 0.43% 53
2025
Q1 		$1.79M Buy
16,437
+12
+0.1% +$1.29K 0.48% 48
2024
Q4 		$1.75M Buy
16,425
+2,576
+19% +$282K 0.46% 48
2024
Q3 		$1.56M Buy
13,849
+86
+0.6% +$9.51K 0.43% 53
2024
Q2 		$1.47M Buy
13,763
+276
+2% +$29.5K 0.46% 51
2024
Q1 		$1.47M Buy
13,487
+626
+5% +$68K 0.48% 49
2023
Q4 		$1.42M Buy
12,861
+687
+6% +$71.5K 0.49% 47
2023
Q3 		$1.24M Buy
+12,174
New +$1.28M 0.47% 50
2022
Q4 		– Sell
-2,913
Closed -$298K – 190
2022
Q3 		$298K Buy
+2,913
New +$321K 0.14% 119
2022
Q2 		– Sell
-2,189
Closed -$265K – 181
2022
Q1 		$265K Sell
2,189
-1,192
-35% -$149K 0.11% 151
2021
Q4 		$448K Buy
+3,381
New +$449K 0.18% 99

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

Keystone Wealth Services's LQD Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.1% in Q2 2026, buying an estimated $327 and bringing the position to 3,010 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #246.

Keystone Wealth Services first reported a position in LQD in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.79M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Keystone Wealth Services held 3,010 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $328K as of Q2 2026.
  • Keystone Wealth Services bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $327.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #246 holding.
  • Keystone Wealth Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Keystone Wealth Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.79M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.