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

Premier Path 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 		$1.52M Buy
13,962
+1,122
+9% +$122K 0.18% 121
2026
Q1 		$1.4M Buy
12,840
+7,195
+127% +$793K 0.18% 126
2025
Q4 		$622K Buy
5,645
+3,424
+154% +$381K 0.08% 227
2025
Q3 		$248K Buy
2,221
+274
+14% +$30.1K 0.03% 360
2025
Q2 		$213K Buy
+1,947
New +$209K 0.03% 372

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

Premier Path Wealth Partners's LQD Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.7% in Q2 2026, buying an estimated $122K and bringing the position to 13,962 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #121.

Premier Path Wealth Partners first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Premier Path Wealth Partners held 13,962 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.52M as of Q2 2026.
  • Premier Path Wealth Partners bought 1,122 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $122K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Premier Path Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Premier Path Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.