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

Tempus Wealth Planning’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 		$891K Buy
8,167
+224
+3% +$24.4K 0.17% 138
2026
Q1 		$866K Buy
7,943
+15
+0.2% +$1.65K 0.2% 132
2025
Q4 		$874K Sell
7,928
-364
-4% -$40.5K 0.2% 129
2025
Q3 		$924K Buy
8,292
+73
+0.9% +$8.03K 0.21% 125
2025
Q2 		$901K Buy
8,219
+16
+0.2% +$1.72K 0.22% 118
2025
Q1 		$892K Buy
8,203
+115
+1% +$12.4K 0.27% 107
2024
Q4 		$864K Buy
8,088
+775
+11% +$84.8K 0.26% 101
2024
Q3 		$826K Buy
7,313
+207
+3% +$22.9K 0.3% 89
2024
Q2 		$761K Sell
7,106
-2,332
-25% -$249K 0.32% 87
2024
Q1 		$1.03M Buy
9,438
+4,268
+83% +$464K 0.45% 63
2023
Q4 		$572K Buy
5,170
+996
+24% +$104K 0.25% 94
2023
Q3 		$426K Buy
4,174
+287
+7% +$30.3K 0.21% 99
2023
Q2 		$420K Sell
3,887
-4
-0.1% -$433 0.19% 117
2023
Q1 		$426K Hold
3,891
– – 0.21% 103
2022
Q4 		$410K Sell
3,891
-4
-0.1% -$419 0.25% 108
2022
Q3 		$399K Buy
3,895
+8
+0.2% +$882 0.27% 103
2022
Q2 		$428K Hold
3,887
– – 0.35% 78
2022
Q1 		$470K Sell
3,887
-453
-10% -$56.5K 0.33% 81
2021
Q4 		$575K Hold
4,340
– – 0.31% 87
2021
Q3 		$577K Buy
4,340
+39
+0.9% +$5.27K 0.33% 80
2021
Q2 		$578K Buy
+4,301
New +$567K 0.38% 77

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

Tempus Wealth Planning's LQD Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.8% in Q2 2026, buying an estimated $24.4K and bringing the position to 8,167 shares worth $891K. The position accounts for 0.17% of the portfolio, ranked #138.

Tempus Wealth Planning first reported a position in LQD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Tempus Wealth Planning held 8,167 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $891K as of Q2 2026.
  • Tempus Wealth Planning bought 224 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $24.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of Tempus Wealth Planning's portfolio in Q2 2026, its #138 holding.
  • Tempus Wealth Planning first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.03M in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.