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

Modera 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
Q2 		$451K Sell
4,138
-412
-9% -$44.9K ﹤0.01% 481
2026
Q1 		$496K Buy
4,550
+157
+4% +$17.3K 0.01% 436
2025
Q4 		$484K Sell
4,393
-15
-0.3% -$1.67K 0.01% 461
2025
Q3 		$491K Hold
4,408
– – 0.01% 458
2025
Q2 		$483K Sell
4,408
-80
-2% -$8.58K 0.01% 456
2025
Q1 		$488K Buy
4,488
+95
+2% +$10.2K 0.01% 445
2024
Q4 		$469K Sell
4,393
-548
-11% -$60K 0.01% 453
2024
Q3 		$558K Buy
4,941
+1,296
+36% +$143K 0.01% 391
2024
Q2 		$391K Buy
3,645
+330
+10% +$35.2K 0.01% 432
2024
Q1 		$361K Sell
3,315
-1,940
-37% -$211K 0.01% 445
2023
Q4 		$581K Buy
5,255
+28
+0.5% +$2.92K 0.01% 355
2023
Q3 		$533K Buy
5,227
+205
+4% +$21.6K 0.01% 352
2023
Q2 		$543K Buy
5,022
+3,067
+157% +$332K 0.01% 365
2023
Q1 		$214K Buy
+1,955
New +$212K 0.01% 329
2022
Q3 		– Sell
-3,287
Closed -$362K – 332
2022
Q2 		$362K Sell
3,287
-2,093
-39% -$236K 0.02% 232
2022
Q1 		$651K Buy
5,380
+2,341
+77% +$292K 0.03% 181
2021
Q4 		$402K Buy
+3,039
New +$404K 0.02% 326
2016
Q1 		– Sell
-2,738
Closed -$312K – 110
2015
Q4 		$312K Sell
2,738
-1,348
-33% -$156K 0.12% 58
2015
Q3 		$474K Sell
4,086
-4,120
-50% -$476K 0.2% 39
2015
Q2 		$950K Sell
8,206
-1,879
-19% -$223K 0.37% 27
2015
Q1 		$1.23M Sell
10,085
-1,793
-15% -$217K 0.48% 22
2014
Q4 		$1.42M Sell
11,878
-2,135
-15% -$254K 0.55% 21
2014
Q3 		$1.66M Sell
14,013
-623
-4% -$74.1K 0.7% 17
2014
Q2 		$1.75M Sell
14,636
-1,312
-8% -$155K 0.79% 15
2014
Q1 		$1.86M Sell
15,948
-4,046
-20% -$469K 0.74% 16
2013
Q4 		$2.28M Buy
+19,994
New +$2.28M 0.87% 18

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

Modera Wealth Management's LQD Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.1% in Q2 2026, selling an estimated $44.9K and leaving 4,138 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Modera Wealth Management first reported a position in LQD in Q4 2013 and has held it in 26 quarters since. The position peaked at $2.28M in Q4 2013. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Modera Wealth Management held 4,138 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $451K as of Q2 2026.
  • Modera Wealth Management sold 412 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $44.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #481 holding.
  • Modera Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 26 quarters since.
  • Modera Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.28M in Q4 2013.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.