Quotient Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quotient Wealth Partners’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	-2,294	Closed	-$250K	–	421
2026 Q1	$250K	Sell	2,294 -886	-28%	-$97.7K	0.01%	326
2025 Q4	$350K	Buy	+3,180	New	+$354K	0.01%	253
2024 Q2	–	Sell	-3,682	Closed	-$401K	–	316
2024 Q1	$401K	Sell	3,682 -5,018	-58%	-$545K	0.01%	199
2023 Q4	$963K	Buy	+8,700	New	+$906K	0.04%	121

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Quotient Wealth Partners's LQD Position: Q2 2026 in Review

Quotient Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,294 shares — an estimated $250K sold.

Quotient Wealth Partners first reported a position in LQD in Q4 2023 and held it in 4 quarters. The position peaked at $963K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Quotient Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Quotient Wealth Partners sold 2,294 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $250K.
Quotient Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Quotient Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $963K in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.