Twin Peaks Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
Other funds holding LQD
MYLI
JSTA
A
Twin Peaks Wealth Advisors's LQD Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5,173% in Q2 2026, buying an estimated $225K and bringing the position to 2,109 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #204.
Twin Peaks Wealth Advisors first reported a position in LQD in Q4 2023 and has held it in 4 quarters since. The position peaked at $489K in Q4 2023. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Twin Peaks Wealth Advisors held 2,109 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $230K as of Q2 2026.
- Twin Peaks Wealth Advisors bought 2,069 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $225K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #204 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 4 quarters since.
- Twin Peaks Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $489K in Q4 2023.
- 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.