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

Maridea 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 		$757K Sell
6,941
-22
-0.3% -$2.43K 0.11% 191
2025
Q4 		$767K Sell
6,963
-28
-0.4% -$3.11K 0.12% 182
2025
Q3 		$787K Buy
+6,991
New +$769K 0.12% 163

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Maridea Wealth Management's LQD Position: Q1 2026 in Review

Maridea Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.32% in Q1 2026, selling an estimated $2.43K and leaving 6,941 shares worth $757K. The position accounts for 0.11% of the portfolio, ranked #191.

Maridea Wealth Management first reported a position in LQD in Q3 2025 and has held it in 3 quarters since. The position peaked at $787K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Maridea Wealth Management held 6,941 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $757K as of Q1 2026.
  • Maridea Wealth Management sold 22 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.43K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.11% of Maridea Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Maridea Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $787K in Q3 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.