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Measured Wealth Private Client Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Measured Wealth Private Client Group’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 		$11.2K Hold
103
– – ﹤0.01% 567
2026
Q1 		$11.2K Hold
103
– – ﹤0.01% 559
2025
Q4 		$11.3K Hold
103
– – ﹤0.01% 548
2025
Q3 		$11.5K Buy
+103
New +$11.3K ﹤0.01% 546
2018
Q4 		– Sell
-653
Closed -$75K – 435
2018
Q3 		$75K Buy
+653
New +$75.3K 0.05% 275

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

Measured Wealth Private Client Group's LQD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 103 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Measured Wealth Private Client Group first reported a position in LQD in Q3 2018 and has held it in 5 quarters since. The position peaked at $75K in Q3 2018. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Measured Wealth Private Client Group held 103 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.2K as of Q2 2026.
  • Measured Wealth Private Client Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #567 holding.
  • Measured Wealth Private Client Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $75K in Q3 2018.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.