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

LPWM 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
Q2 		$1.91M Buy
17,522
+2,237
+15% +$244K 0.42% 33
2026
Q1 		$1.67M Sell
15,285
-87,219
-85% -$9.62M 0.42% 32
2025
Q4 		$11.3M Buy
102,504
+2,668
+3% +$297K 2.85% 8
2025
Q3 		$11.1M Buy
99,836
+1,695
+2% +$186K 2.97% 8
2025
Q2 		$10.8M Sell
98,141
-1,743
-2% -$187K 3.14% 8
2025
Q1 		$10.9M Buy
99,884
+2,403
+2% +$259K 3.5% 7
2024
Q4 		$10.4M Buy
97,481
+85,511
+714% +$9.36M 3.35% 6
2024
Q3 		$1.34M Buy
11,970
+1,997
+20% +$221K 0.44% 30
2024
Q2 		$1.08M Buy
9,973
+1,085
+12% +$116K 0.37% 34
2024
Q1 		$942K Buy
8,888
+463
+5% +$50.3K 0.35% 35
2023
Q4 		$915K Buy
+8,425
New +$877K 0.36% 33

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

LPWM LLC's LQD Position: Q2 2026 in Review

LPWM LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q2 2026, buying an estimated $244K and bringing the position to 17,522 shares worth $1.91M. The position accounts for 0.42% of the portfolio, ranked #33.

LPWM LLC first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • LPWM LLC held 17,522 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.91M as of Q2 2026.
  • LPWM LLC bought 2,237 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $244K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.42% of LPWM LLC's portfolio in Q2 2026, its #33 holding.
  • LPWM LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • LPWM LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.3M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.