SWM
LQD icon

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

Silverlake 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 		$1.18M Sell
10,813
-250
-2% -$27.2K 0.22% 126
2026
Q1 		$1.21M Buy
11,063
+477
+5% +$52.6K 0.25% 120
2025
Q4 		$1.17M Sell
10,586
-1,678
-14% -$187K 0.26% 112
2025
Q3 		$1.37M Buy
12,264
+12
+0.1% +$1.32K 0.33% 93
2025
Q2 		$1.34M Buy
12,252
+233
+2% +$25K 0.39% 80
2025
Q1 		$1.31M Sell
12,019
-673
-5% -$72.5K 0.49% 62
2024
Q4 		$1.36M Buy
12,692
+634
+5% +$69.4K 0.52% 57
2024
Q3 		$1.36M Buy
12,058
+1,107
+10% +$122K 0.52% 58
2024
Q2 		$1.17M Buy
10,951
+2,927
+36% +$312K 0.48% 58
2024
Q1 		$874K Buy
8,024
+1,395
+21% +$152K 0.44% 58
2023
Q4 		$734K Buy
6,629
+1,033
+18% +$108K 0.4% 63
2023
Q3 		$571K Buy
5,596
+1,583
+39% +$167K 0.32% 78
2023
Q2 		$434K Buy
4,013
+692
+21% +$74.8K 0.24% 101
2023
Q1 		$364K Sell
3,321
-1,478
-31% -$160K 0.22% 123
2022
Q4 		$506K Sell
4,799
-1,950
-29% -$204K 0.32% 75
2022
Q3 		$691K Buy
6,749
+1,035
+18% +$114K 0.47% 63
2022
Q2 		$629K Buy
5,714
+1,855
+48% +$209K 0.41% 66
2022
Q1 		$467K Sell
3,859
-297
-7% -$37K 0.27% 95
2021
Q4 		$551K Buy
+4,156
New +$552K 0.3% 87

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Silverlake Wealth Management's LQD Position: Q2 2026 in Review

Silverlake Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.3% in Q2 2026, selling an estimated $27.2K and leaving 10,813 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #126.

Silverlake Wealth Management first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Silverlake Wealth Management held 10,813 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.18M as of Q2 2026.
  • Silverlake Wealth Management sold 250 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.2K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Silverlake Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Silverlake Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Silverlake Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.37M in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.