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

Trajan Wealth’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	$11.2M	Buy	102,378 +1,293	+1%	+$141K	0.42%	57
2026 Q1	$110M	Buy	101,085 +1,739	+2%	+$192K	4.45%	5
2025 Q4	$10.9M	Sell	99,346 -684	-0.7%	-$76K	0.46%	52
2025 Q3	$11.2M	Sell	100,030 -3,223	-3%	-$354K	0.48%	51
2025 Q2	$11.3M	Sell	103,253 -3,595	-3%	-$386K	0.55%	47
2025 Q1	$11.6M	Buy	106,848 +10,330	+11%	+$1.11M	0.63%	43
2024 Q4	$10.3M	Buy	96,518 +2,300	+2%	+$252K	0.57%	48
2024 Q3	$10.6M	Sell	94,218 -29,103	-24%	-$3.22M	0.63%	45
2024 Q2	$13.2M	Sell	123,321 -2,858	-2%	-$305K	0.85%	31
2024 Q1	$13.7M	Buy	+126,179	New	+$13.7M	0.93%	28

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

Trajan Wealth's LQD Position: Q2 2026 in Review

Trajan Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.3% in Q2 2026, buying an estimated $141K and bringing the position to 102,378 shares worth $11.2M. The position accounts for 0.42% of the portfolio, ranked #57.

Trajan Wealth first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $110M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Trajan Wealth held 102,378 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.2M as of Q2 2026.
Trajan Wealth bought 1,293 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $141K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.42% of Trajan Wealth's portfolio in Q2 2026, its #57 holding.
Trajan Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Trajan Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $110M in Q1 2026.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.