Portside Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Portside Wealth Group’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	–	Sell	-1,961	Closed	-$214K	–	536
2026 Q1	$214K	Sell	1,961 -358	-15%	-$39.5K	0.03%	439
2025 Q4	$256K	Sell	2,319 -841	-27%	-$93.5K	0.03%	403
2025 Q3	$352K	Sell	3,160 -518	-14%	-$56.9K	0.05%	333
2025 Q2	$403K	Sell	3,678 -307	-8%	-$32.9K	0.06%	279
2025 Q1	$433K	Sell	3,985 -493	-11%	-$53.1K	0.07%	246
2024 Q4	$478K	Sell	4,478 -1,356	-23%	-$148K	0.08%	236
2024 Q3	$659K	Buy	+5,834	New	+$645K	0.11%	189
2024 Q1	–	Sell	-13,678	Closed	-$1.51M	–	380
2023 Q4	$1.51M	Buy	+13,678	New	+$1.42M	0.28%	92
2023 Q3	–	Sell	-19,428	Closed	-$2.1M	–	375
2023 Q2	$2.1M	Buy	+19,428	New	+$2.1M	0.39%	66

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

Portside Wealth Group's LQD Position: Q2 2026 in Review

Portside Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 1,961 shares — an estimated $214K sold.

Portside Wealth Group first reported a position in LQD in Q2 2023 and held it in 9 quarters. The position peaked at $2.1M in Q2 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Portside Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Portside Wealth Group sold 1,961 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $214K.
Portside Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and held it in 9 quarters.
Portside Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.1M in Q2 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.