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

Mission 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 		$338K Sell
3,103
-30
-1% -$3.31K 0.01% 585
2025
Q4 		$345K Buy
3,133
+189
+6% +$21K 0.01% 583
2025
Q3 		$328K Sell
2,944
-57
-2% -$6.27K 0.01% 582
2025
Q2 		$329K Buy
3,001
+65
+2% +$6.97K 0.01% 567
2025
Q1 		$319K Buy
+2,936
New +$316K 0.01% 547
2021
Q4 		– Sell
-1,936
Closed -$258K – 547
2021
Q3 		$258K Buy
1,936
+238
+14% +$32.2K 0.01% 449
2021
Q2 		$228K Sell
1,698
-168
-9% -$22.1K 0.01% 448
2021
Q1 		$243K Sell
1,866
-103
-5% -$13.7K 0.01% 403
2020
Q4 		$272K Sell
1,969
-2,191
-53% -$298K 0.02% 350
2020
Q3 		$560K Buy
4,160
+2,303
+124% +$314K 0.04% 188
2020
Q2 		$250K Sell
1,857
-79
-4% -$10.3K 0.02% 283
2020
Q1 		$239K Sell
1,936
-1,666
-46% -$212K 0.03% 254
2019
Q4 		$461K Buy
3,602
+1,300
+56% +$166K 0.04% 190
2019
Q3 		$293K Sell
2,302
-1,453
-39% -$183K 0.03% 238
2019
Q2 		$467K Sell
3,755
-134
-3% -$16.1K 0.05% 175
2019
Q1 		$463K Sell
3,889
-37
-0.9% -$4.29K 0.05% 180
2018
Q4 		$443K Sell
3,926
-126
-3% -$14.2K 0.06% 163
2018
Q3 		$466K Sell
4,052
-70
-2% -$8.07K 0.06% 162
2018
Q2 		$472K Buy
4,122
+401
+11% +$46.2K 0.07% 147
2018
Q1 		$437K Buy
3,721
+1,880
+102% +$222K 0.07% 128
2017
Q4 		$224K Buy
1,841
+48
+3% +$5.81K 0.04% 194
2017
Q3 		$217K Buy
+1,793
New +$217K 0.04% 177
2017
Q2 		– Sell
-1,830
Closed -$216K – 196
2017
Q1 		$216K Buy
+1,830
New +$215K 0.04% 170

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

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

Mission Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.96% in Q1 2026, selling an estimated $3.31K and leaving 3,103 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #585.

Mission Wealth Management first reported a position in LQD in Q1 2017 and has held it in 23 quarters since. The position peaked at $560K in Q3 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Mission Wealth Management held 3,103 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $338K as of Q1 2026.
  • Mission Wealth Management sold 30 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.31K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #585 holding.
  • Mission Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 23 quarters since.
  • Mission Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $560K in Q3 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.