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

TSA 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
Q3 		$277K Sell
2,711
-60
-2% -$6.36K 0.08% 101
2026
Q2 		$302K Sell
2,771
-165
-6% -$18K 0.09% 90
2026
Q1 		$320K Sell
2,936
-41
-1% -$4.52K 0.1% 77
2025
Q4 		$328K Hold
2,977
– – 0.11% 70
2025
Q3 		$332K Sell
2,977
-65
-2% -$7.14K 0.11% 65
2025
Q2 		$333K Sell
3,042
-171
-5% -$18.3K 0.12% 63
2025
Q1 		$349K Sell
3,213
-1,726
-35% -$186K 0.14% 60
2024
Q4 		$528K Sell
4,939
-1,088
-18% -$119K 0.21% 44
2024
Q3 		$681K Sell
6,027
-1,172
-16% -$130K 0.27% 40
2024
Q2 		$771K Sell
7,199
-17,424
-71% -$1.86M 0.33% 37
2024
Q1 		$2.68M Sell
24,623
-18,551
-43% -$2.02M 1.17% 19
2023
Q4 		$4.78M Buy
+43,174
New +$4.5M 2.23% 13

Other funds holding LQD

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Summit Financial Consulting
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
AAFMAA Wealth Management & Trust
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

TSA Wealth Management's LQD Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.2% in Q3 2026, selling an estimated $6.36K and leaving 2,711 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #101.

TSA Wealth Management first reported a position in LQD in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.78M in Q4 2023. 293 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • TSA Wealth Management held 2,711 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $277K as of Q3 2026.
  • TSA Wealth Management sold 60 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.36K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of TSA Wealth Management's portfolio in Q3 2026, its #101 holding.
  • TSA Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • TSA Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.78M in Q4 2023.
  • 293 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.