Provident Wealth Management
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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
Q3 		$25.5K Sell
250
-250
-50% -$26.5K 0.01% 104
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Provident Wealth Management's LQD Position: Q3 2026 in Review

Provident Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 50% in Q3 2026, selling an estimated $26.5K and leaving 250 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #104.

Provident Wealth Management first reported a position in LQD in Q4 2021 and has held it in 3 quarters since. The position peaked at $54.5K in Q2 2026. 804 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Provident Wealth Management held 250 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $25.5K as of Q3 2026.
  • Provident Wealth Management sold 250 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $26.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Provident Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Provident Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Provident Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $54.5K in Q2 2026.
  • 804 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.