Venture Visionary Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Venture Visionary Partners’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	$575K	Sell	5,629 -31	-0.5%	-$3.29K	0.02%	445
2026 Q2	$617K	Sell	5,660 -30	-0.5%	-$3.27K	0.02%	436
2026 Q1	$620K	Sell	5,690 -468	-8%	-$51.6K	0.02%	389
2025 Q4	$679K	Sell	6,158 -561	-8%	-$62.4K	0.02%	378
2025 Q3	$749K	Sell	6,719 -1,296	-16%	-$142K	0.03%	340
2025 Q2	$879K	Buy	8,015 +3,592	+81%	+$385K	0.03%	298
2025 Q1	$481K	Buy	4,423 +203	+5%	+$21.9K	0.02%	392
2024 Q4	$451K	Buy	4,220 +399	+10%	+$43.7K	0.02%	391
2024 Q3	$432K	Buy	3,821 +119	+3%	+$13.2K	0.02%	405
2024 Q2	$397K	Buy	3,702 +97	+3%	+$10.4K	0.02%	420
2024 Q1	$393K	Buy	3,605 +187	+5%	+$20.3K	0.02%	420
2023 Q4	$378K	Sell	3,418 -579	-14%	-$60.3K	0.02%	400
2023 Q3	$408K	Sell	3,997 -4,135	-51%	-$436K	0.02%	364
2023 Q2	$879K	Buy	8,132 +226	+3%	+$24.4K	0.05%	256
2023 Q1	$867K	Buy	7,906 +197	+3%	+$21.3K	0.05%	258
2022 Q4	$813K	Sell	7,709 -1,493	-16%	-$156K	0.06%	247
2022 Q3	$942K	Sell	9,202 -1,289	-12%	-$142K	0.08%	212
2022 Q2	$1.15M	Sell	10,491 -62	-0.6%	-$7K	0.09%	179
2022 Q1	$1.28M	Sell	10,553 -3,125	-23%	-$390K	0.09%	193
2021 Q4	$1.81M	Sell	13,678 -1,385	-9%	-$184K	0.12%	149
2021 Q3	$2M	Sell	15,063 -1,498	-9%	-$202K	0.14%	134
2021 Q2	$2.23M	Sell	16,561 -11,083	-40%	-$1.46M	0.18%	118
2021 Q1	$3.6M	Buy	27,644 +7,695	+39%	+$1.02M	0.3%	79
2020 Q4	$2.75M	Buy	19,949 +12,168	+156%	+$1.66M	0.3%	76
2020 Q3	$1.05M	Buy	7,781 +3,010	+63%	+$410K	0.26%	60
2020 Q2	$641K	Buy	4,771 +1,406	+42%	+$183K	0.19%	76
2020 Q1	$415K	Sell	3,365 -942	-22%	-$120K	0.16%	89
2019 Q4	$551K	Buy	+4,307	New	+$548K	0.17%	86

Other funds holding LQD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Venture Visionary Partners's LQD Position: Q3 2026 in Review

Venture Visionary Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.55% in Q3 2026, selling an estimated $3.29K and leaving 5,629 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #445.

Venture Visionary Partners first reported a position in LQD in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.6M in Q1 2021. 68 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Venture Visionary Partners held 5,629 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $575K as of Q3 2026.
Venture Visionary Partners sold 31 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.29K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #445 holding.
Venture Visionary Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 28 quarters since.
Venture Visionary Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.6M in Q1 2021.
68 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.