Rochester Wealth Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rochester Wealth Strategies’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	$5.57M	Sell	51,060 -5,081	-9%	-$554K	3.08%	14
2026 Q1	$6.12M	Buy	56,141 +5,935	+12%	+$654K	3.71%	12
2025 Q4	$5.53M	Buy	50,206 +3,307	+7%	+$368K	3.47%	11
2025 Q3	$5.23M	Buy	46,899 +7,369	+19%	+$810K	3.42%	12
2025 Q2	$4.33M	Sell	39,530 -8,569	-18%	-$920K	3.11%	11
2025 Q1	$5.23M	Buy	+48,099	New	+$5.18M	4.15%	12

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

Rochester Wealth Strategies's LQD Position: Q2 2026 in Review

Rochester Wealth Strategies reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.1% in Q2 2026, selling an estimated $554K and leaving 51,060 shares worth $5.57M. The position accounts for 3.08% of the portfolio, ranked #14.

Rochester Wealth Strategies first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.12M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Rochester Wealth Strategies held 51,060 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.57M as of Q2 2026.
Rochester Wealth Strategies sold 5,081 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $554K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.08% of Rochester Wealth Strategies's portfolio in Q2 2026, its #14 holding.
Rochester Wealth Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Rochester Wealth Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.12M in Q1 2026.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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