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

Tradewinds LLC’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	$396K	Sell	532 -1,335	-72%	-$145K	0.09%	146
2026 Q1	$203K	Hold	1,867	–	–	0.07%	153
2025 Q4	$206K	Sell	1,867 -207	-10%	-$23K	0.05%	209
2025 Q3	$231K	Buy	+2,074	New	+$228K	0.06%	195
2025 Q2	–	Sell	-2,355	Closed	-$256K	–	185
2025 Q1	$256K	Sell	2,355 -208	-8%	-$22.4K	0.07%	176
2024 Q4	$275K	Sell	2,563 -1,650	-39%	-$181K	0.08%	167
2024 Q3	$476K	Sell	4,213 -4,662	-53%	-$516K	0.15%	113
2024 Q2	$951K	Buy	+8,875	New	+$947K	0.29%	66
2023 Q3	$746K	Sell	7,316 -156	-2%	-$16.4K	0.44%	41
2023 Q2	$808K	Buy	7,472 +397	+6%	+$42.9K	0.48%	38
2023 Q1	$775K	Buy	7,075 +2,191	+45%	+$237K	0.47%	37
2022 Q4	$286K	Buy	4,884 +197	+4%	+$20.6K	0.18%	95
2022 Q3	$480K	Sell	4,687 -343	-7%	-$37.8K	0.35%	56
2022 Q2	$553K	Buy	+5,030	New	+$568K	0.38%	52

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

Tradewinds LLC's LQD Position: Q2 2026 in Review

Tradewinds LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 72% in Q2 2026, selling an estimated $145K and leaving 532 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #146.

Tradewinds LLC first reported a position in LQD in Q2 2022 and has held it in 14 quarters since. The position peaked at $951K in Q2 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Tradewinds LLC held 532 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $396K as of Q2 2026.
Tradewinds LLC sold 1,335 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $145K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Tradewinds LLC's portfolio in Q2 2026, its #146 holding.
Tradewinds LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
Tradewinds LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $951K in Q2 2024.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.