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

Riverbend 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 		$371K Buy
3,403
+102
+3% +$11.1K 0.19% 125
2026
Q1 		$360K Sell
3,301
-408
-11% -$45K 0.21% 111
2025
Q4 		$409K Buy
3,709
+939
+34% +$104K 0.25% 100
2025
Q3 		$309K Buy
2,770
+165
+6% +$18.1K 0.22% 108
2025
Q2 		$286K Buy
+2,605
New +$280K 0.22% 114

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

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

Riverbend Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 3,403 shares worth $371K. The position accounts for 0.19% of the portfolio, ranked #125.

Riverbend Wealth Management first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $409K in Q4 2025. 483 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Riverbend Wealth Management held 3,403 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $371K as of Q2 2026.
  • Riverbend Wealth Management bought 102 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of Riverbend Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Riverbend 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.
  • Riverbend Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $409K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.