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 Q3	–	Sell	-13,962	Closed	-$1.52M	–	403
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Premier Path Wealth Partners's LQD Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q3 2026, closing a stake of 13,962 shares — an estimated $1.52M sold.

Premier Path Wealth Partners first reported a position in LQD in Q2 2025 and held it in 5 quarters. The position peaked at $1.52M in Q2 2026. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Premier Path Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 13,962 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.52M.
Premier Path Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and held it in 5 quarters.
Premier Path Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.52M in Q2 2026.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.