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Torrey-Payne Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Torrey-Payne 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 		$8.24M Buy
75,511
+2,345
+3% +$256K 6.77% 6
2026
Q1 		$7.97M Buy
73,166
+2,087
+3% +$230K 7.31% 6
2025
Q4 		$7.88M Buy
+71,079
New +$7.9M 7.07% 6

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

Torrey-Payne Wealth Management's LQD Position: Q2 2026 in Review

Torrey-Payne Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.2% in Q2 2026, buying an estimated $256K and bringing the position to 75,511 shares worth $8.24M. The position accounts for 6.77% of the portfolio, ranked #6.

Torrey-Payne Wealth Management first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Torrey-Payne Wealth Management held 75,511 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.24M as of Q2 2026.
  • Torrey-Payne Wealth Management bought 2,345 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $256K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.77% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Torrey-Payne Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.