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

RWA 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 		$5.18M Buy
47,500
+1,093
+2% +$119K 0.05% 169
2026
Q1 		$5.06M Sell
46,407
-2,833
-6% -$312K 0.06% 160
2025
Q4 		$5.43M Sell
49,240
-9,209
-16% -$1.02M 0.06% 158
2025
Q3 		$6.52M Buy
58,449
+403
+0.7% +$44.3K 0.07% 150
2025
Q2 		$6.36M Sell
58,046
-813
-1% -$87.2K 0.08% 136
2025
Q1 		$6.4M Sell
58,859
-2,821
-5% -$304K 0.08% 134
2024
Q4 		$6.59M Sell
61,680
-104,872
-63% -$11.5M 0.08% 130
2024
Q3 		$18.8M Buy
166,552
+105,651
+173% +$11.7M 0.23% 67
2024
Q2 		$6.52M Buy
60,901
+4,251
+8% +$454K 0.09% 127
2024
Q1 		$6.17M Sell
56,650
-102,769
-64% -$11.2M 0.08% 130
2023
Q4 		$17.6M Buy
159,419
+126,440
+383% +$13.2M 0.25% 68
2023
Q3 		$3.36M Buy
32,979
+1,390
+4% +$147K 0.07% 103
2023
Q2 		$3.42M Buy
31,589
+29,390
+1,337% +$3.18M 0.07% 96
2023
Q1 		$241K Sell
2,199
-160
-7% -$17.3K 0.01% 234
2022
Q4 		$259K Sell
2,359
-12,474
-84% -$1.31M 0.01% 230
2022
Q3 		$1.52M Sell
14,833
-2,016
-12% -$222K 0.11% 103
2022
Q2 		$1.85M Sell
16,849
-5,904
-26% -$667K 0.13% 95
2022
Q1 		$2.75M Sell
22,753
-1,483
-6% -$185K 0.18% 92
2021
Q4 		$3.21M Buy
24,236
+1
+0% +$133 0.22% 86
2021
Q3 		$3.22M Sell
24,235
-42
-0.2% -$5.68K 0.24% 82
2021
Q2 		$3.26M Sell
24,277
-247
-1% -$32.6K 0.24% 80
2021
Q1 		$3.19M Sell
24,524
-161
-0.7% -$21.4K 0.26% 82
2020
Q4 		$3.41M Sell
24,685
-231
-0.9% -$31.5K 0.3% 74
2020
Q3 		$3.36M Sell
24,916
-50,241
-67% -$6.85M 0.35% 61
2020
Q2 		$10.1M Sell
75,157
-4,482
-6% -$583K 1.24% 17
2020
Q1 		$9.84M Sell
79,639
-9,914
-11% -$1.26M 1.39% 15
2019
Q4 		$11.5M Buy
89,553
+4,907
+6% +$625K 1.14% 22
2019
Q3 		$10.8M Sell
84,646
-7,145
-8% -$900K 1.14% 24
2019
Q2 		$11.4M Sell
91,791
-13,205
-13% -$1.59M 1.23% 23
2019
Q1 		$12.5M Buy
104,996
+12,442
+13% +$1.44M 1.43% 18
2018
Q4 		$10.4M Buy
92,554
+60,603
+190% +$6.81M 1.37% 17
2018
Q3 		$3.67M Buy
31,951
+25,735
+414% +$2.97M 0.41% 59
2018
Q2 		$712K Sell
6,216
-12,399
-67% -$1.43M 0.08% 138
2018
Q1 		$2.19M Sell
18,615
-90,788
-83% -$10.7M 0.28% 82
2017
Q4 		$13.3M Sell
109,403
-67,494
-38% -$8.17M 1.5% 10
2017
Q3 		$21.4M Sell
176,897
-107,273
-38% -$13M 2.42% 7
2017
Q2 		$34.2M Buy
284,170
+100,561
+55% +$12M 4.2% 4
2017
Q1 		$21.6M Buy
183,609
+180,667
+6,141% +$21.2M 2.84% 6
2016
Q4 		$345K Buy
+2,942
New +$350K 0.31% 31

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

RWA Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2026, buying an estimated $119K and bringing the position to 47,500 shares worth $5.18M. The position accounts for 0.05% of the portfolio, ranked #169.

RWA Wealth Partners first reported a position in LQD in Q4 2016 and has held it in 39 quarters since. The position peaked at $34.2M in Q2 2017. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • RWA Wealth Partners held 47,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.18M as of Q2 2026.
  • RWA Wealth Partners bought 1,093 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of RWA Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • RWA Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • RWA Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $34.2M in Q2 2017.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.