Spahn Wealth & Retirement’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Spahn Wealth & Retirement’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	$19.8M	Buy	+181,212	New	+$19.7M	12.72%	1
2026 Q1	–	Sell	-165,102	Closed	-$18.2M	–	33
2025 Q4	$18.2M	Buy	165,102 +2,616	+2%	+$291K	11.29%	1
2025 Q3	$18.1M	Sell	162,486 -3,407	-2%	-$375K	10.74%	1
2025 Q2	$18.2M	Sell	165,893 -84,081	-34%	-$9.02M	11.69%	1
2025 Q1	$27.2M	Sell	249,974 -373	-0.1%	-$40.2K	19.94%	1
2024 Q4	$26.7M	Buy	+250,347	New	+$27.4M	17.54%	1

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

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

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Spahn Wealth & Retirement's LQD Position: Q2 2026 in Review

Spahn Wealth & Retirement opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 181,212 shares worth $19.8M. The stake represents 12.72% of the portfolio and ranks #1 among its holdings. This is a return to the name: Spahn Wealth & Retirement previously reported a position in LQD as recently as Q4 2025.

Spahn Wealth & Retirement first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.2M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Spahn Wealth & Retirement held 181,212 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $19.8M as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Spahn Wealth & Retirement position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 12.72% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #1 holding.
Spahn Wealth & Retirement first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Spahn Wealth & Retirement's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $27.2M in Q1 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.