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Turn8 Private Wealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Turn8 Private 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 		$4.21M Sell
38,609
-19,454
-34% -$2.12M 2.81% 16
2026
Q1 		$6.33M Buy
58,063
+16,531
+40% +$1.82M 3.95% 5
2025
Q4 		$4.58M Sell
41,532
-1,412
-3% -$157K 3.28% 10
2025
Q3 		$4.79M Sell
42,944
-3,295
-7% -$362K 3.44% 7
2025
Q2 		$5.07M Sell
46,239
-60
-0.1% -$6.44K 3.66% 7
2025
Q1 		$5.04M Buy
46,299
+5,679
+14% +$612K 3.94% 3
2024
Q4 		$4.34M Buy
+40,620
New +$4.44M 3.09% 8

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

Turn8 Private Wealth's LQD Position: Q2 2026 in Review

Turn8 Private Wealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 34% in Q2 2026, selling an estimated $2.12M and leaving 38,609 shares worth $4.21M. The position accounts for 2.81% of the portfolio, ranked #16.

Turn8 Private Wealth first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.33M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Turn8 Private Wealth held 38,609 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.21M as of Q2 2026.
  • Turn8 Private Wealth sold 19,454 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.12M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.81% of Turn8 Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Turn8 Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Turn8 Private Wealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.33M in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.