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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
Q2 		$3.69M Hold
33,810
– – 0.14% 77
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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MYLI
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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

Purpose Unlimited Inc's LQD Position: Q2 2026 in Review

Purpose Unlimited Inc held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 33,810 shares worth $3.69M. The position accounts for 0.14% of the portfolio, ranked #77.

Purpose Unlimited Inc first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.73M in Q4 2025. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Purpose Unlimited Inc held 33,810 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.69M as of Q2 2026.
  • Purpose Unlimited Inc left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Purpose Unlimited Inc's portfolio in Q2 2026, its #77 holding.
  • Purpose Unlimited Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.73M in Q4 2025.
  • 1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.