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Purpose Unlimited Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Purpose Unlimited Inc’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
Q1 		$3.68M Hold
33,810
– – 0.15% 84
2025
Q4 		$3.73M Buy
+33,810
New +$3.76M 0.17% 77

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Morgan Stanley
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Purpose Unlimited Inc's LQD Position: Q1 2026 in Review

Purpose Unlimited Inc held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 33,810 shares worth $3.68M. The position accounts for 0.15% of the portfolio, ranked #84.

Purpose Unlimited Inc first reported a position in LQD in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.73M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Purpose Unlimited Inc held 33,810 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.68M as of Q1 2026.
  • Purpose Unlimited Inc left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Purpose Unlimited Inc's portfolio in Q1 2026, its #84 holding.
  • Purpose Unlimited Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.73M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.