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

Revisor 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
Q3 		$202K Buy
1,969
+5
+0.3% +$530 0.05% 348
2026
Q2 		$214K Buy
1,964
+19
+1% +$2.07K 0.05% 348
2026
Q1 		$212K Buy
1,945
+2
+0.1% +$221 0.06% 310
2025
Q4 		$215K Buy
+1,943
New +$216K 0.06% 302

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Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Revisor Wealth Management's LQD Position: Q3 2026 in Review

Revisor Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.25% in Q3 2026, buying an estimated $530 and bringing the position to 1,969 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #348.

Revisor Wealth Management first reported a position in LQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Revisor Wealth Management held 1,969 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $202K as of Q3 2026.
  • Revisor Wealth Management bought 5 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $530.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Revisor Wealth Management's portfolio in Q3 2026, its #348 holding.
  • Revisor Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Revisor Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $215K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.