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

Sagespring 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
Q1 		$343K Buy
3,147
+1,314
+72% +$145K 0.01% 607
2025
Q4 		$202K Buy
+1,833
New +$204K ﹤0.01% 767
2025
Q3 		– Sell
-2,876
Closed -$315K – 756
2025
Q2 		$315K Buy
2,876
+165
+6% +$17.7K 0.01% 565
2025
Q1 		$295K Buy
+2,711
New +$292K 0.01% 524

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Sagespring Wealth Partners's LQD Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 72% in Q1 2026, buying an estimated $145K and bringing the position to 3,147 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #607.

Sagespring Wealth Partners first reported a position in LQD in Q1 2025 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Sagespring Wealth Partners held 3,147 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $343K as of Q1 2026.
  • Sagespring Wealth Partners bought 1,314 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $145K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #607 holding.
  • Sagespring Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.