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

Raffa 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	$99.2K	Hold	910	–	–	0.01%	127
2026 Q1	$99.1K	Hold	910	–	–	0.02%	114
2025 Q4	$100K	Hold	910	–	–	0.02%	117
2025 Q3	$101K	Hold	910	–	–	0.02%	113
2025 Q2	$99.7K	Sell	910 -90	-9%	-$9.66K	0.02%	127
2025 Q1	$109K	Hold	1,000	–	–	0.02%	107
2024 Q4	$107K	Buy	1,000 +90	+10%	+$9.85K	0.02%	109
2024 Q3	$103K	Hold	910	–	–	0.02%	107
2024 Q2	$97.4K	Hold	910	–	–	0.03%	146
2024 Q1	$99.1K	Hold	910	–	–	0.03%	149
2023 Q4	$101K	Hold	910	–	–	0.03%	103
2023 Q3	$92.8K	Hold	910	–	–	0.03%	96
2023 Q2	$98.4K	Hold	910	–	–	0.03%	95
2023 Q1	$99.7K	Hold	910	–	–	0.04%	99
2022 Q4	$95.9K	Buy	910 +6	+0.7%	+$628	0.04%	89
2022 Q3	$92.6K	Buy	904 +7	+0.8%	+$772	0.04%	91
2022 Q2	$98.7K	Buy	897 +6	+0.7%	+$677	0.04%	90
2022 Q1	$108K	Buy	891 +4	+0.5%	+$499	0.04%	85
2021 Q4	$118K	Buy	+887	New	+$118K	0.04%	80

Other funds holding LQD

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raffa Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 910 shares worth $99.2K. The position accounts for 0.01% of the portfolio, ranked #127.

Raffa Wealth Management first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $118K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Raffa Wealth Management held 910 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $99.2K as of Q2 2026.
Raffa 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 Raffa Wealth Management's portfolio in Q2 2026, its #127 holding.
Raffa Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Raffa Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $118K in Q4 2021.
1,065 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.