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

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

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. 1,117 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.
1,117 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.