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

Smallwood Wealth Investment 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	$344K	Hold	3,156	–	–	0.15%	66
2026 Q1	$344K	Sell	3,156 -1,297	-29%	-$143K	0.18%	57
2025 Q4	$491K	Sell	4,453 -288	-6%	-$32K	0.26%	46
2025 Q3	$528K	Hold	4,741	–	–	0.27%	47
2025 Q2	$520K	Sell	4,741 -12	-0.3%	-$1.29K	0.3%	43
2025 Q1	$517K	Hold	4,753	–	–	0.33%	41
2024 Q4	$508K	Sell	4,753 -158	-3%	-$17.3K	0.35%	40
2024 Q3	$555K	Sell	4,911 -8	-0.2%	-$885	0.4%	36
2024 Q2	$527K	Sell	4,919 -3,304	-40%	-$353K	0.41%	35
2024 Q1	$896K	Hold	8,223	–	–	0.69%	26
2023 Q4	$910K	Sell	8,223 -532	-6%	-$55.4K	0.75%	26
2023 Q3	$893K	Hold	8,755	–	–	0.81%	24
2023 Q2	$947K	Hold	8,755	–	–	0.84%	24
2023 Q1	$960K	Hold	8,755	–	–	0.91%	23
2022 Q4	$923K	Sell	8,755 -241	-3%	-$25.2K	0.78%	27
2022 Q3	$922K	Buy	+8,996	New	+$992K	0.83%	25

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's LQD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 3,156 shares worth $344K. The position accounts for 0.15% of the portfolio, ranked #66.

Smallwood Wealth Investment Management first reported a position in LQD in Q3 2022 and has held it in 16 quarters since. The position peaked at $960K in Q1 2023. 480 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Smallwood Wealth Investment Management held 3,156 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $344K as of Q2 2026.
Smallwood Wealth Investment Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #66 holding.
Smallwood Wealth Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Smallwood Wealth Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $960K in Q1 2023.
480 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.