Oak Harbor Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-23	Closed	-$2.51K	–	264
2026 Q1	$2.51K	Hold	23	–	–	﹤0.01%	268
2025 Q4	$2.53K	Hold	23	–	–	﹤0.01%	269
2025 Q3	$2.56K	Hold	23	–	–	﹤0.01%	245
2025 Q2	$2.52K	Hold	23	–	–	﹤0.01%	237
2025 Q1	$2.5K	Hold	23	–	–	﹤0.01%	242
2024 Q4	$2.46K	Hold	23	–	–	﹤0.01%	220
2024 Q3	$2.6K	Sell	23 -200	-90%	-$22.1K	﹤0.01%	213
2024 Q2	$23.9K	Buy	223 +200	+870%	+$21.3K	0.01%	197
2024 Q1	$2.5K	Hold	23	–	–	﹤0.01%	220
2023 Q4	$2.54K	Hold	23	–	–	﹤0.01%	223
2023 Q3	$2.35K	Hold	23	–	–	﹤0.01%	220
2023 Q2	$2.49K	Hold	23	–	–	﹤0.01%	231
2023 Q1	$2.52K	Hold	23	–	–	﹤0.01%	221
2022 Q4	$2.42K	Hold	23	–	–	﹤0.01%	217
2022 Q3	$2K	Buy	+23	New	+$2.54K	﹤0.01%	212
2022 Q2	–	Sell	-1	Closed	–	–	220
2022 Q1	$0	Hold	1	–	–	﹤0.01%	237
2021 Q4	$0	Buy	+1	New	+$133	﹤0.01%	233

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

Oak Harbor Wealth Partners's LQD Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 23 shares — an estimated $2.51K sold.

Oak Harbor Wealth Partners first reported a position in LQD in Q4 2021 and held it in 17 quarters. The position peaked at $23.9K in Q2 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 23 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.51K.
Oak Harbor Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 17 quarters.
Oak Harbor Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $23.9K in Q2 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.