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

Strategic Wealth Partners’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
Q1 		$21.1M Buy
193,980
+8,017
+4% +$884K 1.47% 11
2025
Q4 		$20.5M Buy
185,963
+22,872
+14% +$2.54M 1.4% 13
2025
Q3 		$18.2M Buy
163,091
+4,657
+3% +$512K 1.36% 13
2025
Q2 		$17.4M Buy
+158,434
New +$17M 1.37% 14
2024
Q4 		$16.9M Buy
157,356
+444
+0.3% +$48.6K 1.4% 10
2024
Q3 		$17.7M Buy
156,912
+10,958
+8% +$1.21M 1.7% 9
2024
Q2 		$15.6M Buy
145,954
+9,784
+7% +$1.04M 1.63% 11
2024
Q1 		$14.8M Buy
136,170
+14,480
+12% +$1.57M 1.63% 11
2023
Q4 		$13.5M Buy
121,690
+1,632
+1% +$170K 1.66% 11
2023
Q3 		$12.2M Buy
120,058
+7,671
+7% +$809K 1.61% 13
2023
Q2 		$12.2M Buy
112,387
+6,359
+6% +$688K 1.57% 12
2023
Q1 		$11.6M Buy
106,028
+20,307
+24% +$2.2M 1.78% 11
2022
Q4 		$9.04M Buy
85,721
+250
+0.3% +$26.2K 1.68% 12
2022
Q3 		$8.76M Sell
85,471
-1,932
-2% -$213K 1.86% 8
2022
Q2 		$9.62M Sell
87,403
-1,227
-1% -$139K 2.08% 8
2022
Q1 		$10.7M Buy
88,630
+8,481
+11% +$1.06M 2.09% 8
2021
Q4 		$10.6M Buy
80,149
+9,431
+13% +$1.25M 2.01% 5
2021
Q3 		$9.41M Buy
70,718
+1,497
+2% +$202K 2.76% 5
2021
Q2 		$9.3M Sell
69,221
-881
-1% -$116K 3.03% 5
2021
Q1 		$9.12M Buy
70,102
+6,031
+9% +$802K 3.64% 4
2020
Q4 		$8.85M Sell
64,071
-9,716
-13% -$1.32M 3.71% 5
2020
Q3 		$9.94M Buy
73,787
+37,705
+104% +$5.14M 5.02% 3
2020
Q2 		$4.85M Buy
+36,082
New +$4.69M 2.51% 9
2019
Q4 		– Sell
-183
Closed -$23 – 344
2019
Q3 		$23 Buy
183
+81
+79% +$10.2K ﹤0.01% 372
2019
Q2 		$12K Sell
102
-311
-75% -$37.3K 0.01% 469
2019
Q1 		$49K Hold
413
– – 0.02% 244
2018
Q4 		$48K Sell
413
-100
-19% -$11.2K 0.02% 238
2018
Q3 		$59K Sell
513
-36
-7% -$4.15K 0.03% 219
2018
Q2 		$63K Sell
549
-2,063
-79% -$238K 0.04% 235
2018
Q1 		$307K Buy
2,612
+1,745
+201% +$206K 0.16% 130
2017
Q4 		$105K Buy
+867
New +$105K 0.06% 176

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Strategic Wealth Partners's LQD Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.3% in Q1 2026, buying an estimated $884K and bringing the position to 193,980 shares worth $21.1M. The position accounts for 1.47% of the portfolio, ranked #11.

Strategic Wealth Partners first reported a position in LQD in Q4 2017 and has held it in 31 quarters since. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Strategic Wealth Partners held 193,980 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $21.1M as of Q1 2026.
  • Strategic Wealth Partners bought 8,017 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $884K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.47% of Strategic Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Strategic Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.