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

Life Line 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	$429K	Buy	3,938 +88	+2%	+$9.7K	0.19%	24
2025 Q4	$424K	Buy	3,850 +57	+2%	+$6.34K	0.13%	29
2025 Q3	$423K	Buy	3,793 +36	+1%	+$3.96K	0.13%	26
2025 Q2	$412K	Sell	3,757 -115	-3%	-$12.3K	0.13%	24
2025 Q1	$421K	Buy	3,872 +29	+0.8%	+$3.13K	0.15%	22
2024 Q4	$411K	Buy	3,843 +54	+1%	+$5.91K	0.15%	16
2024 Q3	$428K	Buy	3,789 +40	+1%	+$4.42K	0.15%	14
2024 Q2	$402K	Sell	3,749 -1,784	-32%	-$190K	0.15%	15
2024 Q1	$603K	Buy	5,533 +574	+12%	+$62.4K	0.23%	13
2023 Q4	$549K	Buy	+4,959	New	+$516K	0.22%	13

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Life Line Wealth Management's LQD Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.3% in Q1 2026, buying an estimated $9.7K and bringing the position to 3,938 shares worth $429K. The position accounts for 0.19% of the portfolio, ranked #24.

Life Line Wealth Management first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $603K in Q1 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Life Line Wealth Management held 3,938 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $429K as of Q1 2026.
Life Line Wealth Management bought 88 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $9.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of Life Line Wealth Management's portfolio in Q1 2026, its #24 holding.
Life Line Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Life Line Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $603K in Q1 2024.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.