SeaCrest Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SeaCrest Wealth Management’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	$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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

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. 227 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.
227 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.