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 Q2	$322K	Sell	2,953 -194	-6%	-$21.1K	﹤0.01%	665
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 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

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

Sagespring Wealth Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.2% in Q2 2026, selling an estimated $21.1K and leaving 2,953 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Sagespring Wealth Partners first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $343K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Sagespring Wealth Partners held 2,953 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $322K as of Q2 2026.
Sagespring Wealth Partners sold 194 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $21.1K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #665 holding.
Sagespring Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $343K in Q1 2026.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.