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

Quadrant Private 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 		– Sell
-4,699
Closed -$512K – 240
2026
Q1 		$512K Buy
4,699
+599
+15% +$66K 0.08% 178
2025
Q4 		$452K Sell
4,100
-1,895
-32% -$211K 0.07% 181
2025
Q3 		$668K Sell
5,995
-353
-6% -$38.8K 0.12% 134
2025
Q2 		$696K Sell
6,348
-5,413
-46% -$581K 0.14% 123
2025
Q1 		$1.28M Buy
11,761
+428
+4% +$46.1K 0.32% 85
2024
Q4 		$1.21M Buy
11,333
+101
+0.9% +$11.1K 0.3% 82
2024
Q3 		$1.27M Sell
11,232
-7,630
-40% -$844K 0.31% 80
2024
Q2 		$2.02M Buy
18,862
+1,101
+6% +$118K 0.46% 61
2024
Q1 		$1.93M Buy
17,761
+468
+3% +$50.9K 0.49% 59
2023
Q4 		$1.91M Buy
17,293
+3,439
+25% +$358K 0.53% 50
2023
Q3 		$1.41M Sell
13,854
-686
-5% -$72.3K 0.48% 56
2023
Q2 		$1.57M Buy
14,540
+888
+7% +$96K 0.46% 57
2023
Q1 		$1.5M Buy
13,652
+953
+8% +$103K 0.47% 60
2022
Q4 		$1.34M Buy
+12,699
New +$1.33M 0.45% 62

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

Quadrant Private Wealth Management's LQD Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 4,699 shares — an estimated $512K sold.

Quadrant Private Wealth Management first reported a position in LQD in Q4 2022 and held it in 14 quarters. The position peaked at $2.02M in Q2 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 4,699 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $512K.
  • Quadrant Private Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and held it in 14 quarters.
  • Quadrant Private Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.02M in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.