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

Modern 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 		$27M Sell
248,404
-1,241
-0.5% -$137K 0.46% 54
2025
Q4 		$27.5M Buy
249,645
+8,464
+4% +$941K 0.5% 51
2025
Q3 		$26.9M Buy
241,181
+29,863
+14% +$3.28M 0.53% 53
2025
Q2 		$23.2M Buy
+211,318
New +$22.7M 0.57% 44
2025
Q1 		– Sell
-6,509
Closed -$695K – 693
2024
Q4 		$695K Buy
6,509
+2,732
+72% +$299K 0.03% 308
2024
Q3 		$427K Sell
3,777
-472
-11% -$52.2K 0.03% 274
2024
Q2 		$455K Sell
4,249
-2,153
-34% -$230K 0.03% 238
2024
Q1 		$697K Buy
6,402
+2,331
+57% +$253K 0.06% 140
2023
Q4 		$450K Buy
+4,071
New +$424K 0.06% 100

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 $5.7T 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 $761B 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