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

Oxinas Partners 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	$876K	Buy	8,030 +1,831	+30%	+$200K	0.35%	61
2026 Q1	$676K	Buy	6,199 +3,159	+104%	+$348K	0.31%	63
2025 Q4	$335K	Sell	3,040 -16	-0.5%	-$1.78K	0.16%	97
2025 Q3	$341K	Sell	3,056 -132	-4%	-$14.5K	0.18%	89
2025 Q2	$349K	Buy	+3,188	New	+$342K	0.18%	96
2025 Q1	–	Sell	-7,388	Closed	-$789K	–	125
2024 Q4	$789K	Sell	7,388 -383	-5%	-$41.9K	0.46%	57
2024 Q3	$878K	Buy	7,771 +195	+3%	+$21.6K	0.54%	53
2024 Q2	$812K	Sell	7,576 -10	-0.1%	-$1.07K	0.54%	50
2024 Q1	$826K	Buy	7,586 +5,395	+246%	+$586K	0.54%	46
2023 Q4	$242K	Sell	2,191 -95	-4%	-$9.89K	0.17%	99
2023 Q3	$233K	Sell	2,286 -31	-1%	-$3.27K	0.17%	99
2023 Q2	$251K	Sell	2,317 -26	-1%	-$2.81K	0.16%	102
2023 Q1	$257K	Buy	2,343 +69	+3%	+$7.47K	0.19%	88
2022 Q4	$240K	Buy	+2,274	New	+$238K	0.2%	80
2022 Q3	–	Sell	-2,547	Closed	-$280K	–	96
2022 Q2	$280K	Buy	2,547 +12	+0.5%	+$1.35K	0.21%	80
2022 Q1	$307K	Sell	2,535 -327	-11%	-$40.8K	0.19%	85
2021 Q4	$379K	Sell	2,862 -2,353	-45%	-$313K	0.22%	98
2021 Q3	$694K	Sell	5,215 -479	-8%	-$64.7K	0.4%	64
2021 Q2	$765K	Sell	5,694 -648	-10%	-$85.4K	0.44%	64
2021 Q1	$825K	Sell	6,342 -11,852	-65%	-$1.58M	0.52%	61
2020 Q4	$2.51M	Buy	+18,194	New	+$2.48M	1.87%	15

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

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

Oxinas Partners Wealth Management's LQD Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 30% in Q2 2026, buying an estimated $200K and bringing the position to 8,030 shares worth $876K. The position accounts for 0.35% of the portfolio, ranked #61.

Oxinas Partners Wealth Management first reported a position in LQD in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.51M in Q4 2020. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Oxinas Partners Wealth Management held 8,030 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $876K as of Q2 2026.
Oxinas Partners Wealth Management bought 1,831 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $200K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.35% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #61 holding.
Oxinas Partners Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
Oxinas Partners Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.51M in Q4 2020.
170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.