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

SteelPeak 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 		$2.02M Sell
18,527
-689
-4% -$75.1K 0.05% 229
2026
Q1 		$2.09M Buy
19,216
+214
+1% +$23.6K 0.06% 214
2025
Q4 		$2.09M Buy
19,002
+6,107
+47% +$679K 0.07% 197
2025
Q3 		$1.44M Buy
12,895
+327
+3% +$35.9K 0.05% 250
2025
Q2 		$1.38M Sell
12,568
-1,629
-11% -$175K 0.05% 234
2025
Q1 		$1.54M Sell
14,197
-245
-2% -$26.4K 0.06% 205
2024
Q4 		$1.54M Buy
14,442
+2,610
+22% +$286K 0.06% 198
2024
Q3 		$1.34M Sell
11,832
-220
-2% -$24.3K 0.06% 200
2024
Q2 		$1.29M Sell
12,052
-25,305
-68% -$2.7M 0.06% 203
2024
Q1 		$4.07M Sell
37,357
-29,530
-44% -$3.21M 0.2% 93
2023
Q4 		$7.4M Buy
66,887
+14,628
+28% +$1.52M 0.43% 66
2023
Q3 		$5.33M Buy
52,259
+40,027
+327% +$4.22M 0.33% 67
2023
Q2 		$1.32M Buy
12,232
+2,269
+23% +$245K 0.08% 162
2023
Q1 		$1.09M Sell
9,963
-4,236
-30% -$459K 0.07% 160
2022
Q4 		$1.5M Sell
14,199
-12,903
-48% -$1.35M 0.11% 146
2022
Q3 		$2.78M Buy
27,102
+15,507
+134% +$1.71M 0.21% 89
2022
Q2 		$1.28M Buy
11,595
+31
+0.3% +$3.5K 0.09% 149
2022
Q1 		$1.4M Sell
11,564
-57
-0.5% -$7.11K 0.08% 150
2021
Q4 		$1.54M Sell
11,621
-661
-5% -$87.8K 0.09% 136
2021
Q3 		$1.63M Sell
12,282
-7,948
-39% -$1.07M 0.11% 121
2021
Q2 		$2.72M Sell
20,230
-148,751
-88% -$19.6M 0.19% 100
2021
Q1 		$22M Buy
168,981
+148,419
+722% +$19.7M 1.73% 9
2020
Q4 		$2.84M Sell
20,562
-193,948
-90% -$26.4M 0.26% 82
2020
Q3 		$28.9M Buy
214,510
+17,868
+9% +$2.44M 3.1% 5
2020
Q2 		$26.4M Buy
196,642
+185,265
+1,628% +$24.1M 3.33% 5
2020
Q1 		$1.41M Sell
11,377
-10,257
-47% -$1.31M 0.22% 94
2019
Q4 		$2.77M Buy
+21,634
New +$2.75M 0.38% 64

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

SteelPeak Wealth's LQD Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q2 2026, selling an estimated $75.1K and leaving 18,527 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #229.

SteelPeak Wealth first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.9M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • SteelPeak Wealth held 18,527 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.02M as of Q2 2026.
  • SteelPeak Wealth sold 689 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $75.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #229 holding.
  • SteelPeak Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.9M in Q3 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.