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

Perigon 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
Q1 		$8.24M Buy
75,645
+5,578
+8% +$615K 0.15% 138
2025
Q4 		$7.72M Buy
70,067
+3,487
+5% +$388K 0.14% 140
2025
Q3 		$7.42M Buy
66,580
+2,516
+4% +$277K 0.15% 134
2025
Q2 		$7.02M Sell
64,064
-4,056
-6% -$435K 0.16% 129
2025
Q1 		$7.4M Sell
68,120
-2,722
-4% -$293K 0.19% 116
2024
Q4 		$7.56M Sell
70,842
-7,454
-10% -$816K 0.19% 116
2024
Q3 		$8.85M Buy
78,296
+8,728
+13% +$966K 0.23% 95
2024
Q2 		$7.45M Buy
69,568
+6,869
+11% +$733K 0.22% 96
2024
Q1 		$6.83M Buy
62,699
+2,260
+4% +$246K 0.21% 113
2023
Q4 		$6.69M Buy
60,439
+13,607
+29% +$1.42M 0.22% 102
2023
Q3 		$4.78M Buy
46,832
+23,872
+104% +$2.52M 0.19% 113
2023
Q2 		$2.48M Buy
22,960
+3,694
+19% +$399K 0.1% 187
2023
Q1 		$2.11M Buy
19,266
+3,338
+21% +$361K 0.12% 175
2022
Q4 		$1.68M Sell
15,928
-1,719
-10% -$180K 0.1% 191
2022
Q3 		$1.81M Buy
17,647
+6,329
+56% +$698K 0.16% 132
2022
Q2 		$1.25M Buy
11,318
+7,929
+234% +$895K 0.1% 188
2022
Q1 		$410K Sell
3,389
-520
-13% -$64.9K 0.03% 399
2021
Q4 		$518K Buy
3,909
+894
+30% +$119K 0.04% 337
2021
Q3 		$401K Sell
3,015
-14,314
-83% -$1.93M 0.03% 353
2021
Q2 		$2.33M Sell
17,329
-2,393
-12% -$315K 0.21% 90
2021
Q1 		$2.56M Sell
19,722
-5,555
-22% -$739K 0.26% 82
2020
Q4 		$3.49M Buy
25,277
+9,102
+56% +$1.24M 0.41% 45
2020
Q3 		$2.18M Buy
16,175
+11,623
+255% +$1.58M 0.3% 61
2020
Q2 		$612K Buy
4,552
+820
+22% +$107K 0.1% 166
2020
Q1 		$492K Buy
3,732
+2,146
+135% +$273K 0.09% 169
2019
Q4 		$203K Buy
+1,586
New +$202K 0.04% 253
2019
Q2 		– Sell
-2,272
Closed -$271K – 250
2019
Q1 		$271K Buy
+2,272
New +$263K 0.06% 176
2018
Q2 		– Sell
-193
Closed -$23K – 456
2018
Q1 		$23K Sell
193
-2
-1% -$236 0.01% 419
2017
Q4 		$24K Sell
195
-1,355
-87% -$164K 0.01% 385
2017
Q3 		$188K Sell
1,550
-28
-2% -$3.38K 0.06% 205
2017
Q2 		$190K Sell
1,578
-40
-2% -$4.78K 0.04% 248
2017
Q1 		$191K Sell
1,618
-89
-5% -$10.5K 0.04% 260
2016
Q4 		$201K Sell
1,707
-6,346
-79% -$754K 0.04% 242
2016
Q3 		$992K Buy
8,053
+6,215
+338% +$766K 0.25% 98
2016
Q2 		$226K Buy
+1,838
New +$220K 0.06% 191
2016
Q1 		– Sell
-3,394
Closed -$387K – 304
2015
Q4 		$387K Sell
3,394
-2,406
-41% -$278K 0.11% 158
2015
Q3 		$673K Sell
5,800
-387
-6% -$44.8K 0.2% 120
2015
Q2 		$716K Sell
6,187
-380
-6% -$45K 0.19% 122
2015
Q1 		$799K Sell
6,567
-8,831
-57% -$1.07M 0.22% 112
2014
Q4 		$1.84M Sell
15,398
-4,783
-24% -$570K 0.55% 55
2014
Q3 		$2.39M Sell
20,181
-76
-0.4% -$9.04K 0.71% 39
2014
Q2 		$2.42M Buy
20,257
+14,599
+258% +$1.73M 0.69% 42
2014
Q1 		$662K Buy
5,658
+75
+1% +$8.7K 0.36% 62
2013
Q4 		$637K Buy
+5,583
New +$638K 0.35% 61

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

Perigon Wealth Management's LQD Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8% in Q1 2026, buying an estimated $615K and bringing the position to 75,645 shares worth $8.24M. The position accounts for 0.15% of the portfolio, ranked #138.

Perigon Wealth Management first reported a position in LQD in Q4 2013 and has held it in 44 quarters since. The position peaked at $8.85M in Q3 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Perigon Wealth Management held 75,645 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.24M as of Q1 2026.
  • Perigon Wealth Management bought 5,578 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $615K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Perigon Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Perigon Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 44 quarters since.
  • Perigon Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.85M in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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