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Topel & Distasi Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Topel & Distasi Wealth Management’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 		$12.2M Buy
111,533
+7,081
+7% +$772K 5.87% 6
2026
Q1 		$11.4M Buy
104,452
+1,864
+2% +$206K 5.88% 5
2025
Q4 		$11.3M Buy
102,588
+7,852
+8% +$873K 5.52% 5
2025
Q3 		$10.6M Buy
94,736
+4,151
+5% +$456K 5.21% 6
2025
Q2 		$9.93M Sell
90,585
-1,948
-2% -$209K 5.2% 5
2025
Q1 		$10.1M Sell
92,533
-4,945
-5% -$533K 4.7% 5
2024
Q4 		$10.4M Buy
97,478
+2,998
+3% +$328K 4.46% 5
2024
Q3 		$10.7M Buy
94,480
+666
+0.7% +$73.7K 4.42% 5
2024
Q2 		$10M Buy
93,814
+722
+0.8% +$77.1K 4.42% 6
2024
Q1 		$10.1M Buy
93,092
+15,070
+19% +$1.64M 4.48% 6
2023
Q4 		$8.63M Buy
78,022
+6,668
+9% +$694K 4.1% 7
2023
Q3 		$7.28M Buy
71,354
+2,345
+3% +$247K 3.82% 7
2023
Q2 		$7.46M Buy
69,009
+1,145
+2% +$124K 3.75% 7
2023
Q1 		$7.44M Buy
67,864
+3,389
+5% +$367K 3.88% 7
2022
Q4 		$6.8M Buy
64,475
+1,056
+2% +$111K 3.81% 9
2022
Q3 		$6.6M Sell
63,419
-2,263
-3% -$249K 3.64% 9
2022
Q2 		$7.23M Sell
65,682
-6,647
-9% -$751K 4.18% 7
2022
Q1 		$8.75M Buy
72,329
+2,632
+4% +$328K 3.66% 6
2021
Q4 		$9.24M Buy
+69,697
New +$9.26M 3.77% 7

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

Topel & Distasi Wealth Management's LQD Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.8% in Q2 2026, buying an estimated $772K and bringing the position to 111,533 shares worth $12.2M. The position accounts for 5.87% of the portfolio, ranked #6.

Topel & Distasi Wealth Management first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Topel & Distasi Wealth Management held 111,533 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.2M as of Q2 2026.
  • Topel & Distasi Wealth Management bought 7,081 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $772K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 5.87% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.