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 Q2	$28.9M	Buy	265,371 +16,967	+7%	+$1.85M	0.34%	67
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Modern Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.8% in Q2 2026, buying an estimated $1.85M and bringing the position to 265,371 shares worth $28.9M. The position accounts for 0.34% of the portfolio, ranked #67.

Modern Wealth Management first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Modern Wealth Management held 265,371 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $28.9M as of Q2 2026.
Modern Wealth Management bought 16,967 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.34% of Modern Wealth Management's portfolio in Q2 2026, its #67 holding.
Modern Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.