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Sound Income Strategies’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sound Income Strategies’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 		$471K Buy
4,319
+47
+1% +$5.12K 0.02% 300
2026
Q1 		$464K Sell
4,272
-10
-0.2% -$1.1K 0.02% 261
2025
Q4 		$473K Buy
4,282
+2,246
+110% +$250K 0.02% 256
2025
Q3 		$226K Sell
2,036
-1,162
-36% -$128K 0.01% 274
2025
Q2 		$351K Buy
3,198
+2,293
+253% +$246K 0.02% 211
2025
Q1 		$98.4K Sell
905
-10
-1% -$1.08K 0.01% 397
2024
Q4 		$97.8K Sell
915
-57
-6% -$6.24K 0.01% 356
2024
Q3 		$110K Buy
972
+75
+8% +$8.3K 0.01% 328
2024
Q2 		$96.1K Sell
897
-98
-10% -$10.5K 0.01% 339
2024
Q1 		$108K Buy
995
+28
+3% +$3.04K 0.01% 298
2023
Q4 		$107K Buy
967
+796
+465% +$82.9K 0.01% 275
2023
Q3 		$17.4K Buy
171
+86
+101% +$9.07K ﹤0.01% 469
2023
Q2 		$9.19K Sell
85
-349
-80% -$37.7K ﹤0.01% 588
2023
Q1 		$47.6K Hold
434
– – 0.01% 287
2022
Q4 		$45.8K Sell
434
-2
-0.5% -$209 0.01% 265
2022
Q3 		$45K Buy
436
+351
+413% +$38.7K 0.01% 247
2022
Q2 		$9K Sell
85
-71
-46% -$8.02K ﹤0.01% 486
2022
Q1 		$19K Buy
156
+71
+84% +$8.86K ﹤0.01% 365
2021
Q4 		$11K Hold
85
– – ﹤0.01% 467
2021
Q3 		$11K Hold
85
– – ﹤0.01% 440
2021
Q2 		$11K Sell
85
-333
-80% -$43.9K ﹤0.01% 457
2021
Q1 		$54.4K Sell
418
-78
-16% -$10.4K 0.01% 212
2020
Q4 		$69K Buy
496
+75
+18% +$10.2K 0.02% 174
2020
Q3 		$57K Buy
421
+1
+0.2% +$136 0.02% 169
2020
Q2 		$56K Buy
420
+1
+0.2% +$130 0.02% 144
2020
Q1 		$52K Sell
419
-207
-33% -$26.4K 0.02% 121
2019
Q4 		$80K Buy
626
+196
+46% +$25K 0.02% 94
2019
Q3 		$55K Sell
430
-20
-4% -$2.52K 0.02% 103
2019
Q2 		$56K Buy
450
+183
+69% +$22K 0.02% 114
2019
Q1 		$32K Sell
267
-641
-71% -$74.3K 0.01% 179
2018
Q4 		$102K Buy
908
+79
+10% +$8.88K 0.05% 82
2018
Q3 		$95K Sell
829
-303
-27% -$34.9K 0.05% 85
2018
Q2 		$130K Sell
1,132
-852
-43% -$98.1K 0.08% 64
2018
Q1 		$233K Buy
1,984
+1,826
+1,156% +$216K 0.15% 46
2017
Q4 		$19K Buy
+158
New +$19.1K 0.01% 142

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
N
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sound Income Strategies's LQD Position: Q2 2026 in Review

Sound Income Strategies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.1% in Q2 2026, buying an estimated $5.12K and bringing the position to 4,319 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #300.

Sound Income Strategies first reported a position in LQD in Q4 2017 and has held it in 35 quarters since. The position peaked at $473K in Q4 2025. 795 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sound Income Strategies held 4,319 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $471K as of Q2 2026.
  • Sound Income Strategies bought 47 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.12K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #300 holding.
  • Sound Income Strategies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $473K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.