Tidemark’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Tidemark’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	$45.9K	Hold	421	–	–	0.01%	319
2026 Q1	$45.9K	Hold	421	–	–	0.01%	279
2025 Q4	$46.4K	Hold	421	–	–	0.01%	252
2025 Q3	$46.9K	Hold	421	–	–	0.01%	255
2025 Q2	$46.1K	Hold	421	–	–	0.01%	249
2025 Q1	$45.8K	Hold	421	–	–	0.02%	255
2024 Q4	$45K	Hold	421	–	–	0.02%	249
2024 Q3	$47.6K	Hold	421	–	–	0.02%	242
2024 Q2	$45.1K	Sell	421 -813	-66%	-$86.8K	0.02%	232
2024 Q1	$134K	Sell	1,234 -1	-0.1%	-$109	0.08%	144
2023 Q4	$137K	Buy	+1,235	New	+$129K	0.09%	132

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

Tidemark's LQD Position: Q2 2026 in Review

Tidemark held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 421 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #319.

Tidemark first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $137K in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Tidemark held 421 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $45.9K as of Q2 2026.
Tidemark left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #319 holding.
Tidemark first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $137K in Q4 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.