Twin Peaks Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.36K Buy
+40
New +$4.41K ﹤0.01% 1441
2025
Q3
Sell
-109
Closed -$12K 1281
2025
Q2
$12K Buy
+109
New +$11.7K ﹤0.01% 842
2024
Q1
Sell
-4,423
Closed -$489K 129
2023
Q4
$489K Buy
+4,423
New +$461K 0.31% 65

Other funds holding LQD

Twin Peaks Wealth Advisors's LQD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026: 40 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LQD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 3 quarters since. The position peaked at $489K in Q4 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Twin Peaks Wealth Advisors held 40 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.36K as of Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1441 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • Twin Peaks Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $489K in Q4 2023.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.