Shared Vision Wealth Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Shared Vision Wealth Group’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	–	Sell	-2,400	Closed	-$266K	–	99
2025 Q4	$266K	Sell	2,400 -954	-28%	-$106K	0.11%	84
2025 Q3	$378K	Sell	3,354 -336	-9%	-$36.9K	0.16%	68
2025 Q2	$403K	Sell	3,690 -1,408	-28%	-$151K	0.2%	56
2025 Q1	$554K	Sell	5,098 -170	-3%	-$18.3K	0.3%	44
2024 Q4	$563K	Sell	5,268 -483	-8%	-$52.9K	0.3%	44
2024 Q3	$650K	Sell	5,751 -76	-1%	-$8.41K	0.35%	41
2024 Q2	$624K	Sell	5,827 -8,292	-59%	-$885K	0.36%	41
2024 Q1	$1.54M	Buy	14,119 +266	+2%	+$28.9K	0.96%	21
2023 Q4	$1.53M	Buy	+13,853	New	+$1.44M	1.02%	19

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Shared Vision Wealth Group's LQD Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 2,400 shares — an estimated $266K sold.

Shared Vision Wealth Group first reported a position in LQD in Q4 2023 and held it in 9 quarters. The position peaked at $1.54M in Q1 2024. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Shared Vision Wealth Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Shared Vision Wealth Group sold 2,400 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $266K.
Shared Vision Wealth Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Shared Vision Wealth Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.54M in Q1 2024.
1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.