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

Lake Street 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	$2.61M	Sell	23,945 -626	-3%	-$68.2K	0.3%	75
2026 Q1	$2.68M	Buy	24,571 +1,883	+8%	+$208K	0.34%	69
2025 Q4	$2.5M	Buy	22,688 +2,369	+12%	+$263K	0.31%	69
2025 Q3	$2.26M	Buy	20,319 +1,532	+8%	+$168K	0.29%	72
2025 Q2	$2.06M	Buy	18,787 +1,111	+6%	+$119K	0.29%	74
2025 Q1	$1.92M	Buy	17,676 +232	+1%	+$25K	0.31%	76
2024 Q4	$1.86M	Sell	17,444 -489	-3%	-$53.5K	0.3%	73
2024 Q3	$2.03M	Buy	17,933 +1,294	+8%	+$143K	0.32%	76
2024 Q2	$1.78M	Sell	16,639 -238	-1%	-$25.4K	0.23%	99
2024 Q1	$1.84M	Buy	16,877 +3,135	+23%	+$341K	0.25%	95
2023 Q4	$1.52M	Sell	13,742 -655	-5%	-$68.2K	0.24%	103
2023 Q3	$1.47M	Sell	14,397 -13,611	-49%	-$1.44M	0.26%	103
2023 Q2	$3.03M	Buy	28,008 +3,315	+13%	+$358K	0.53%	55
2023 Q1	$2.71M	Buy	24,693 +6,190	+33%	+$670K	0.5%	54
2022 Q4	$1.95M	Buy	+18,503	New	+$1.94M	0.4%	76
2022 Q1	–	Sell	-2,974	Closed	-$394K	–	339
2021 Q4	$394K	Sell	2,974 -2,653	-47%	-$353K	0.07%	225
2021 Q3	$749K	Sell	5,627 -2,310	-29%	-$312K	0.18%	120
2021 Q2	$1.06M	Sell	7,937 -4,671	-37%	-$616K	0.27%	94
2021 Q1	$1.64M	Sell	12,608 -3,444	-21%	-$458K	0.45%	64
2020 Q4	$2.22M	Buy	16,052 +1,097	+7%	+$149K	0.64%	47
2020 Q3	$2.02M	Sell	14,955 -160	-1%	-$21.8K	0.68%	44
2020 Q2	$2.03M	Buy	+15,115	New	+$1.97M	0.75%	41

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

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

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Lake Street Private Wealth's LQD Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.5% in Q2 2026, selling an estimated $68.2K and leaving 23,945 shares worth $2.61M. The position accounts for 0.3% of the portfolio, ranked #75.

Lake Street Private Wealth first reported a position in LQD in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.03M in Q2 2023. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lake Street Private Wealth held 23,945 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.61M as of Q2 2026.
Lake Street Private Wealth sold 626 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.3% of Lake Street Private Wealth's portfolio in Q2 2026, its #75 holding.
Lake Street Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
Lake Street Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.03M in Q2 2023.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.