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

Perfromance 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 		$418K Hold
3,834
– – 0.01% 152
2026
Q1 		$418K Hold
3,834
– – 0.01% 137
2025
Q4 		$422K Sell
3,834
-90
-2% -$10K 0.01% 138
2025
Q3 		$437K Sell
3,924
-4
-0.1% -$440 0.01% 132
2025
Q2 		$431K Sell
3,928
-23
-0.6% -$2.47K 0.01% 119
2025
Q1 		$429K Sell
3,951
-198
-5% -$21.3K 0.02% 105
2024
Q4 		$443K Sell
4,149
-418
-9% -$45.7K 0.01% 105
2024
Q3 		$516K Buy
4,567
+64
+1% +$7.08K 0.02% 101
2024
Q2 		$482K Sell
4,503
-7,214
-62% -$770K 0.02% 88
2024
Q1 		$1.07M Buy
11,717
+6,021
+106% +$654K 0.05% 65
2023
Q4 		$630K Sell
5,696
-683
-11% -$71.1K 0.03% 88
2023
Q3 		$651K Sell
6,379
-1,339
-17% -$141K 0.03% 92
2023
Q2 		$824K Sell
7,718
-611
-7% -$66.1K 0.04% 89
2023
Q1 		$913K Sell
8,329
-540
-6% -$58.5K 0.05% 81
2022
Q4 		$935K Sell
8,869
-593
-6% -$62.1K 0.06% 74
2022
Q3 		$969K Sell
9,462
-33
-0.3% -$3.64K 0.06% 71
2022
Q2 		$1.04M Sell
9,495
-70
-0.7% -$7.9K 0.06% 70
2022
Q1 		$1.16M Buy
9,565
+121
+1% +$15.1K 0.05% 69
2021
Q4 		$1.25M Buy
+9,444
New +$1.26M 0.05% 75

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

Perfromance Wealth Partners's LQD Position: Q2 2026 in Review

Perfromance Wealth Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 3,834 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #152.

Perfromance Wealth Partners first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Perfromance Wealth Partners held 3,834 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $418K as of Q2 2026.
  • Perfromance Wealth Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Perfromance Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.25M in Q4 2021.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.