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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Perfromance Wealth Partners's LQD Position: Q1 2026 in Review

Perfromance Wealth Partners held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 3,834 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #137.

Perfromance Wealth Partners first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2021. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Perfromance Wealth Partners held 3,834 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $418K as of Q1 2026.
  • Perfromance Wealth Partners left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #137 holding.
  • Perfromance Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.25M in Q4 2021.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.