SW
LQD icon

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

Simplicity Wealth’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 		$1.28M Buy
11,703
+1,854
+19% +$202K 0.04% 367
2026
Q1 		$1.07M Buy
9,849
+975
+11% +$107K 0.06% 281
2025
Q4 		$978K Sell
8,874
-2,838
-24% -$316K 0.06% 284
2025
Q3 		$1.31M Sell
11,712
-2,453
-17% -$270K 0.08% 250
2025
Q2 		$1.55M Buy
14,165
+4,627
+49% +$497K 0.06% 246
2025
Q1 		$1.04M Buy
9,538
+4,230
+80% +$456K 0.08% 250
2024
Q4 		$567K Sell
5,308
-4,741
-47% -$519K 0.12% 146
2024
Q3 		$1.14M Sell
10,049
-51
-0.5% -$5.64K 0.11% 177
2024
Q2 		$1.08M Sell
10,100
-10,251
-50% -$1.09M 0.02% 508
2024
Q1 		$2.22M Buy
20,351
+5,527
+37% +$601K 0.05% 331
2023
Q4 		$1.64M Buy
14,824
+6,402
+76% +$667K 0.63% 30
2023
Q3 		$859K Buy
+8,422
New +$888K 0.5% 32

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

Simplicity Wealth's LQD Position: Q2 2026 in Review

Simplicity Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q2 2026, buying an estimated $202K and bringing the position to 11,703 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #367.

Simplicity Wealth first reported a position in LQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Simplicity Wealth held 11,703 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.28M as of Q2 2026.
  • Simplicity Wealth bought 1,854 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #367 holding.
  • Simplicity Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Simplicity Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.22M in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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