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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Vericrest Private Wealth's LQD Position: Q1 2026 in Review

Vericrest Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 15% in Q1 2026, buying an estimated $391K and bringing the position to 26,758 shares worth $2.92M. The position accounts for 2.62% of the portfolio, ranked #14.

Vericrest Private Wealth first reported a position in LQD in Q4 2021 and has held it in 5 quarters since. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Vericrest Private Wealth held 26,758 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.92M as of Q1 2026.
Vericrest Private Wealth bought 3,542 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $391K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.62% of Vericrest Private Wealth's portfolio in Q1 2026, its #14 holding.
Vericrest Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 5 quarters since.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.