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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
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
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

TD Private Client Wealth's LQD Position: Q1 2026 in Review

TD Private Client Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.54% in Q1 2026, selling an estimated $129K and leaving 214,063 shares worth $23.3M. The position accounts for 0.48% of the portfolio, ranked #39.

TD Private Client Wealth first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $37.2M in Q3 2021. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • TD Private Client Wealth held 214,063 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.3M as of Q1 2026.
  • TD Private Client Wealth sold 1,168 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $129K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.48% of TD Private Client Wealth's portfolio in Q1 2026, its #39 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 26 quarters since.
  • TD Private Client Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $37.2M in Q3 2021.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.