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

NewEdge Wealth’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 		$6.39M Buy
58,559
+7,614
+15% +$830K 0.06% 208
2026
Q1 		$5.55M Sell
50,945
-50
-0.1% -$5.51K 0.07% 202
2025
Q4 		$5.62M Hold
50,995
– – 0.06% 209
2025
Q3 		$5.63M Sell
50,995
-98
-0.2% -$10.8K 0.08% 191
2025
Q2 		$5.61M Sell
51,093
-1,658
-3% -$178K 0.09% 181
2025
Q1 		$5.73M Buy
52,751
+14,616
+38% +$1.57M 0.1% 161
2024
Q4 		$4.07M Sell
38,135
-46
-0.1% -$5.03K 0.07% 223
2024
Q3 		$4.31M Buy
38,181
+57
+0.1% +$6.31K 0.08% 215
2024
Q2 		$4.08M Sell
38,124
-110
-0.3% -$11.7K 0.09% 196
2024
Q1 		$4.04M Buy
38,234
+4,625
+14% +$503K 0.09% 193
2023
Q4 		$3.72M Sell
33,609
-4,122
-11% -$429K 0.1% 184
2023
Q3 		$3.85M Buy
37,731
+5,243
+16% +$553K 0.12% 155
2023
Q2 		$3.51M Buy
32,488
+11,743
+57% +$1.27M 0.12% 164
2023
Q1 		$2.27M Sell
20,745
-2,928
-12% -$317K 0.09% 202
2022
Q4 		$2.5M Sell
23,673
-2,977
-11% -$312K 0.11% 177
2022
Q3 		$2.73M Sell
26,650
-9,405
-26% -$1.04M 0.13% 153
2022
Q2 		$3.97M Sell
36,055
-36,280
-50% -$4.1M 0.18% 121
2022
Q1 		$8.75M Sell
72,335
-25,416
-26% -$3.17M 0.39% 70
2021
Q4 		$13M Buy
97,751
+46,586
+91% +$6.19M 0.54% 40
2021
Q3 		$6.81M Buy
51,165
+3,644
+8% +$492K 0.41% 69
2021
Q2 		$6.38M Buy
47,521
+99
+0.2% +$13.1K 0.49% 68
2021
Q1 		$6.17M Buy
47,422
+22,405
+90% +$2.98M 0.61% 52
2020
Q4 		$3.46M Buy
+25,017
New +$3.41M 1.06% 25

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

NewEdge Wealth's LQD Position: Q2 2026 in Review

NewEdge Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q2 2026, buying an estimated $830K and bringing the position to 58,559 shares worth $6.39M. The position accounts for 0.06% of the portfolio, ranked #208.

NewEdge Wealth first reported a position in LQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $13M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • NewEdge Wealth held 58,559 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.39M as of Q2 2026.
  • NewEdge Wealth bought 7,614 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $830K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of NewEdge Wealth's portfolio in Q2 2026, its #208 holding.
  • NewEdge Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.