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

Provident 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
Q2 		$54.5K Buy
+500
New +$54.5K 0.01% 130
2022
Q1 		– Sell
-171
Closed -$23K – 101
2021
Q4 		$23K Buy
+171
New +$22.7K 0.02% 79

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

Provident Wealth Management's LQD Position: Q2 2026 in Review

Provident Wealth Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 500 shares worth $54.5K. The stake represents 0.01% of the portfolio and ranks #130 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in LQD as recently as Q4 2021.

Provident Wealth Management first reported a position in LQD in Q4 2021 and has held it in 2 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Provident Wealth Management held 500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $54.5K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Provident Wealth Management position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Provident Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Provident Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.