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

Lakeridge 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 Q2	$383K	Sell	3,507 -12,885	-79%	-$1.4M	0.14%	125
2026 Q1	$1.79M	Sell	16,392 -1,599	-9%	-$176K	0.77%	29
2025 Q4	$1.98M	Sell	17,991 -52,835	-75%	-$5.87M	0.9%	25
2025 Q3	$7.89M	Sell	70,826 -48,264	-41%	-$5.31M	3.51%	6
2025 Q2	$13.1M	Buy	119,090 +6,065	+5%	+$651K	6%	2
2025 Q1	$12.3M	Buy	113,025 +6,413	+6%	+$691K	6.14%	3
2024 Q4	$11.4M	Buy	106,612 +7,073	+7%	+$774K	5.89%	3
2024 Q3	$11.2M	Buy	99,539 +6,942	+7%	+$768K	6.18%	3
2024 Q2	$9.92M	Buy	92,597 +5,364	+6%	+$572K	5.96%	3
2024 Q1	$9.5M	Buy	87,233 +5,234	+6%	+$569K	6.16%	3
2023 Q4	$9.07M	Buy	+81,999	New	+$8.54M	6.56%	3

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

Lakeridge Wealth Management's LQD Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 79% in Q2 2026, selling an estimated $1.4M and leaving 3,507 shares worth $383K. The position accounts for 0.14% of the portfolio, ranked #125.

Lakeridge Wealth Management first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q2 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lakeridge Wealth Management held 3,507 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $383K as of Q2 2026.
Lakeridge Wealth Management sold 12,885 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.4M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Lakeridge Wealth Management's portfolio in Q2 2026, its #125 holding.
Lakeridge Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.1M in Q2 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.