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

Olistico 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 		$115K Hold
1,050
– – 0.05% 121
2026
Q1 		$114K Hold
1,050
– – 0.06% 119
2025
Q4 		$116K Buy
+1,050
New +$117K 0.06% 114
2025
Q3 		– Sell
-1,050
Closed -$115K – 236
2025
Q2 		$115K Hold
1,050
– – 0.06% 117
2025
Q1 		$114K Hold
1,050
– – 0.07% 118
2024
Q4 		$112K Hold
1,050
– – 0.07% 122
2024
Q3 		$119K Hold
1,050
– – 0.07% 116
2024
Q2 		$112K Buy
+1,050
New +$112K 0.07% 122

Other funds holding LQD

JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Olistico Wealth's LQD Position: Q2 2026 in Review

Olistico Wealth held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,050 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #121.

Olistico Wealth first reported a position in LQD in Q2 2024 and has held it in 8 quarters since. The position peaked at $119K in Q3 2024. 152 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Olistico Wealth held 1,050 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $115K as of Q2 2026.
  • Olistico Wealth left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Olistico Wealth's portfolio in Q2 2026, its #121 holding.
  • Olistico Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $119K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.