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

Mosley 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 Q3	$3.71K	Buy	36 +1	+3%	+$106	﹤0.01%	449
2026 Q2	$3.85K	Hold	35	–	–	﹤0.01%	449
2026 Q1	$3.9K	Buy	+35	New	+$3.86K	﹤0.01%	355
2024 Q2	–	Sell	-3,255	Closed	-$355K	–	106
2024 Q1	$355K	Sell	3,255 -3,306	-50%	-$359K	0.33%	71
2023 Q4	$726K	Buy	+6,561	New	+$683K	0.72%	30

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mosley Wealth Management's LQD Position: Q3 2026 in Review

Mosley Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.9% in Q3 2026, buying an estimated $106 and bringing the position to 36 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Mosley Wealth Management first reported a position in LQD in Q4 2023 and has held it in 5 quarters since. The position peaked at $726K in Q4 2023. 804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Mosley Wealth Management held 36 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.71K as of Q3 2026.
Mosley Wealth Management bought 1 iShares iBoxx $ Investment Grade Corporate Bond ETF share in Q3 2026, an estimated $106.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #449 holding.
Mosley Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
Mosley Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $726K in Q4 2023.
804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.