SeaCrest Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07M | Sell |
9,833
-628
| -6% | -$68.4K | 0.12% | 159 |
|
|
2026
Q1 | $1.14M | Sell |
10,461
-2,719
| -21% | -$300K | 0.12% | 168 |
|
|
2025
Q4 | $1.46M | Sell |
13,180
-22
| -0.2% | -$2.45K | 0.15% | 125 |
|
|
2025
Q3 | $1.47M | Sell |
13,202
-158
| -1% | -$17.4K | 0.16% | 120 |
|
|
2025
Q2 | $1.46M | Sell |
13,360
-13
| -0.1% | -$1.4K | 0.16% | 119 |
|
|
2025
Q1 | $1.45M | Sell |
13,373
-1,952
| -13% | -$210K | 0.16% | 120 |
|
|
2024
Q4 | $1.64M | Sell |
15,325
-954
| -6% | -$104K | 0.17% | 107 |
|
|
2024
Q3 | $1.84M | Sell |
16,279
-508
| -3% | -$56.2K | 0.2% | 98 |
|
|
2024
Q2 | $1.8M | Buy |
16,787
+157
| +0.9% | +$16.8K | 0.2% | 94 |
|
|
2024
Q1 | $1.81M | Sell |
16,630
-651
| -4% | -$70.7K | 0.22% | 88 |
|
|
2023
Q4 | $1.88M | Sell |
17,281
-461
| -3% | -$48K | 0.23% | 85 |
|
|
2023
Q3 | $1.81M | Sell |
17,742
-1,193
| -6% | -$126K | 0.24% | 82 |
|
|
2023
Q2 | $2.05M | Sell |
18,935
-29
| -0.2% | -$3.14K | 0.26% | 74 |
|
|
2023
Q1 | $2.08M | Buy |
18,964
+6
| +0% | +$650 | 0.28% | 69 |
|
|
2022
Q4 | $2M | Buy |
18,958
+967
| +5% | +$101K | 0.29% | 68 |
|
|
2022
Q3 | $1.84M | Sell |
17,991
-448
| -2% | -$49.4K | 0.28% | 66 |
|
|
2022
Q2 | $2.03M | Buy |
18,439
+836
| +5% | +$94.4K | 0.26% | 67 |
|
|
2022
Q1 | $2.13M | Sell |
17,603
-765
| -4% | -$95.4K | 0.24% | 72 |
|
|
2021
Q4 | $2.43M | Buy |
18,368
+76
| +0.4% | +$10.1K | 0.27% | 66 |
|
|
2021
Q3 | $2.43M | Sell |
18,292
-214
| -1% | -$28.9K | 0.29% | 68 |
|
|
2021
Q2 | $2.49M | Sell |
18,506
-53
| -0.3% | -$6.99K | 0.3% | 64 |
|
|
2021
Q1 | $2.41M | Buy |
18,559
+4,395
| +31% | +$585K | 0.32% | 65 |
|
|
2020
Q4 | $1.96M | Buy |
14,164
+1,431
| +11% | +$195K | 0.28% | 78 |
|
|
2020
Q3 | $1.72M | Sell |
12,733
-9,259
| -42% | -$1.26M | 0.27% | 79 |
|
|
2020
Q2 | $2.96M | Buy |
21,992
+9,327
| +74% | +$1.21M | 0.51% | 45 |
|
|
2020
Q1 | $1.56M | Sell |
12,665
-5,196
| -29% | -$662K | 0.34% | 66 |
|
|
2019
Q4 | $2.29M | Sell |
17,861
-1,665
| -9% | -$212K | 0.38% | 61 |
|
|
2019
Q3 | $2.49M | Buy |
19,526
+2,864
| +17% | +$361K | 0.47% | 44 |
|
|
2019
Q2 | $2.07M | Buy |
16,662
+1,324
| +9% | +$159K | 0.42% | 57 |
|
|
2019
Q1 | $1.83M | Sell |
15,338
-5,620
| -27% | -$651K | 0.31% | 64 |
|
|
2018
Q4 | $2.36M | Sell |
20,958
-1,322
| -6% | -$149K | 0.49% | 39 |
|
|
2018
Q3 | $2.56M | Sell |
22,280
-311
| -1% | -$35.8K | 0.43% | 42 |
|
|
2018
Q2 | $2.59M | Sell |
22,591
-346
| -2% | -$39.8K | 0.47% | 42 |
|
|
2018
Q1 | $2.69M | Buy |
22,937
+5,600
| +32% | +$662K | 0.49% | 42 |
|
|
2017
Q4 | $2.11M | Buy |
+17,337
| New | +$2.1M | 0.39% | 50 |
|
Other funds holding LQD
MYLI
JSTA
A
SeaCrest Wealth Management's LQD Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6% in Q2 2026, selling an estimated $68.4K and leaving 9,833 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #159.
SeaCrest Wealth Management first reported a position in LQD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.96M in Q2 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- SeaCrest Wealth Management held 9,833 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.07M as of Q2 2026.
- SeaCrest Wealth Management sold 628 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.4K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #159 holding.
- SeaCrest Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.96M in Q2 2020.
- 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.