LWM Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

LWM Advisors’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	-33,945	Closed	-$3.7M	–	10
2026 Q1	$3.7M	Buy	33,945 +1,061	+3%	+$117K	3.21%	10
2025 Q4	$3.62M	Buy	32,884 +137	+0.4%	+$15.2K	3.19%	10
2025 Q3	$3.65M	Buy	+32,747	New	+$3.6M	3.28%	10
2025 Q2	–	Hold	0	–	–	–	10
2025 Q1	–	Sell	-32,821	Closed	-$3.54M	–	10
2024 Q4	$3.51M	Buy	+32,821	New	+$3.59M	3.52%	10

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

LWM Advisors's LQD Position: Q2 2026 in Review

LWM Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 33,945 shares — an estimated $3.7M sold.

LWM Advisors first reported a position in LQD in Q4 2024 and held it in 4 quarters. The position peaked at $3.7M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

LWM Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisors sold 33,945 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.7M.
LWM Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
LWM Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.7M in Q1 2026.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.