Leo Wealth LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Leo Wealth LLC’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	$33.2M	Buy	304,760 +65,990	+28%	+$7.28M	2.41%	8
2025 Q4	$26.3M	Buy	238,770 +143,657	+151%	+$16M	1.91%	11
2025 Q3	$10.6M	Sell	95,113 -125,666	-57%	-$13.8M	1.37%	12
2025 Q2	$24.2M	Buy	220,779 +135,202	+158%	+$14.5M	1.88%	12
2025 Q1	$9.3M	Sell	85,577 -76,520	-47%	-$8.24M	1.34%	12
2024 Q4	$17.3M	Sell	162,097 -4,791	-3%	-$524K	1.55%	15
2024 Q3	$18.9M	Buy	166,888 +24,434	+17%	+$2.7M	1.72%	14
2024 Q2	$15.2M	Sell	142,454 -4,280	-3%	-$457K	1.55%	16
2024 Q1	$15.8M	Sell	146,734 -6,627	-4%	-$720K	1.62%	11
2023 Q4	$16.8M	Buy	+153,361	New	+$16M	1.74%	11

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

Leo Wealth LLC's LQD Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 28% in Q1 2026, buying an estimated $7.28M and bringing the position to 304,760 shares worth $33.2M. The position accounts for 2.41% of the portfolio, ranked #8.

Leo Wealth LLC first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. 1,102 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Leo Wealth LLC held 304,760 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $33.2M as of Q1 2026.
Leo Wealth LLC bought 65,990 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.28M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.41% of Leo Wealth LLC's portfolio in Q1 2026, its #8 holding.
Leo Wealth LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,102 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.