Lifestyle Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lifestyle Asset 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	–	Sell	-7,546	Closed	-$822K	–	143
2026 Q1	$822K	Sell	7,546 -18,839	-71%	-$2.08M	0.27%	57
2025 Q4	$2.91M	Buy	26,385 +6,879	+35%	+$765K	0.95%	25
2025 Q3	$2.17M	Buy	19,506 +10,919	+127%	+$1.2M	0.74%	36
2025 Q2	$941K	Buy	+8,587	New	+$921K	0.44%	59

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

AIMC

Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lifestyle Asset Management's LQD Position: Q2 2026 in Review

Lifestyle Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 7,546 shares — an estimated $822K sold.

Lifestyle Asset Management first reported a position in LQD in Q2 2025 and held it in 4 quarters. The position peaked at $2.91M in Q4 2025. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lifestyle Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lifestyle Asset Management sold 7,546 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $822K.
Lifestyle Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Lifestyle Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.91M in Q4 2025.
324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.