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

Vericrest 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 Q3	$3.63M	Buy	35,493 +2,688	+8%	+$285K	3.23%	11
2026 Q2	$3.58M	Buy	32,805 +6,047	+23%	+$659K	3.18%	12
2026 Q1	$2.92M	Buy	26,758 +3,542	+15%	+$391K	2.62%	14
2025 Q4	$2.56M	Buy	+23,216	New	+$2.58M	2.27%	16
2022 Q2	$2.03M	Sell	18,456 -1,158	-6%	-$131K	2.49%	19
2022 Q1	$2.37M	Buy	19,614 +302	+2%	+$37.7K	2.47%	16
2021 Q4	$2.56M	Buy	+19,312	New	+$2.57M	2.37%	18

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

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

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vericrest Private Wealth's LQD Position: Q3 2026 in Review

Vericrest Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.2% in Q3 2026, buying an estimated $285K and bringing the position to 35,493 shares worth $3.63M. The position accounts for 3.23% of the portfolio, ranked #11.

Vericrest Private Wealth first reported a position in LQD in Q4 2021 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Vericrest Private Wealth held 35,493 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.63M as of Q3 2026.
Vericrest Private Wealth bought 2,688 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $285K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.23% of Vericrest Private Wealth's portfolio in Q3 2026, its #11 holding.
Vericrest Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
526 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.