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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
Q2 		$22.5M Buy
206,245
+12,265
+6% +$1.34M 1.39% 13
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 $1.55T 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

Strategic Wealth Partners's LQD Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.3% in Q2 2026, buying an estimated $1.34M and bringing the position to 206,245 shares worth $22.5M. The position accounts for 1.39% of the portfolio, ranked #13.

Strategic Wealth Partners first reported a position in LQD in Q4 2017 and has held it in 32 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Strategic Wealth Partners held 206,245 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.5M as of Q2 2026.
  • Strategic Wealth Partners bought 12,265 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.34M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.39% of Strategic Wealth Partners's portfolio in Q2 2026, its #13 holding.
  • Strategic Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.