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

Quaker 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
2025
Q2 		– Sell
-14
Closed -$1.52K – 1343
2025
Q1 		$1.52K Buy
+14
New +$1.51K ﹤0.01% 436

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Quaker Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 14 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Quaker Wealth Management first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.56K in Q3 2025. 392 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Quaker Wealth Management held 14 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.53K as of Q2 2026.
  • Quaker Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Quaker Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.56K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.