TD Private Client Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

TD Private Client 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	$26M	Buy	238,349 +24,286	+11%	+$2.65M	0.48%	38
2026 Q1	$23.3M	Sell	214,063 -1,168	-0.5%	-$129K	0.48%	39
2025 Q4	$23.7M	Buy	215,231 +4,917	+2%	+$547K	0.51%	39
2025 Q3	$23.4M	Buy	210,314 +5,360	+3%	+$589K	0.53%	36
2025 Q2	$22.5M	Buy	204,954 +7,386	+4%	+$793K	0.55%	35
2025 Q1	$21.5M	Buy	197,568 +12,844	+7%	+$1.38M	0.59%	34
2024 Q4	$19.7M	Buy	184,724 +8,790	+5%	+$962K	0.55%	37
2024 Q3	$19.9M	Buy	175,934 +1,252	+0.7%	+$139K	0.57%	36
2024 Q2	$18.7M	Sell	174,682 -3,243	-2%	-$346K	0.59%	36
2024 Q1	$19.4M	Buy	177,925 +16,232	+10%	+$1.76M	0.64%	33
2023 Q4	$17.9M	Sell	161,693 -63,162	-28%	-$6.58M	0.65%	35
2023 Q3	$22.9M	Buy	224,855 +30,888	+16%	+$3.26M	0.99%	18
2023 Q2	$21M	Buy	193,967 +7,033	+4%	+$761K	0.91%	22
2023 Q1	$20.5M	Sell	186,934 -10,830	-5%	-$1.17M	0.92%	20
2022 Q4	$20.9M	Sell	197,764 -15,962	-7%	-$1.67M	0.99%	18
2022 Q3	$21.9M	Sell	213,726 -17,929	-8%	-$1.98M	1.12%	13
2022 Q2	$25.5M	Sell	231,655 -21,498	-8%	-$2.43M	1.24%	13
2022 Q1	$30.6M	Buy	253,153 +2,068	+0.8%	+$258K	1.3%	13
2021 Q4	$33.3M	Sell	251,085 -28,730	-10%	-$3.82M	1.38%	11
2021 Q3	$37.2M	Buy	279,815 +11,305	+4%	+$1.53M	1.59%	7
2021 Q2	$36.1M	Buy	268,510 +8,622	+3%	+$1.14M	1.54%	8
2021 Q1	$33.8M	Buy	259,888 +29,770	+13%	+$3.96M	1.58%	8
2020 Q4	$31.8M	Buy	230,118 +6,683	+3%	+$910K	1.61%	7
2020 Q3	$30.1M	Buy	223,435 +46,890	+27%	+$6.39M	1.68%	6
2020 Q2	$23.7M	Buy	176,545 +8,743	+5%	+$1.14M	1.39%	8
2020 Q1	$20.7M	Buy	167,802 +1,258	+0.8%	+$160K	1.48%	6
2019 Q4	$21.3M	Buy	+166,544	New	+$21.2M	1.28%	9

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

TD Private Client Wealth's LQD Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, buying an estimated $2.65M and bringing the position to 238,349 shares worth $26M. The position accounts for 0.48% of the portfolio, ranked #38.

TD Private Client Wealth first reported a position in LQD in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.2M in Q3 2021. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

TD Private Client Wealth held 238,349 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $26M as of Q2 2026.
TD Private Client Wealth bought 24,286 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.65M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.48% of TD Private Client Wealth's portfolio in Q2 2026, its #38 holding.
TD Private Client Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $37.2M in Q3 2021.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.