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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Vericrest Private Wealth's LQD Position: Q2 2026 in Review

Vericrest Private Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 23% in Q2 2026, buying an estimated $659K and bringing the position to 32,805 shares worth $3.58M. The position accounts for 3.18% of the portfolio, ranked #12.

Vericrest Private Wealth first reported a position in LQD in Q4 2021 and has held it in 6 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Vericrest Private Wealth held 32,805 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.58M as of Q2 2026.
  • Vericrest Private Wealth bought 6,047 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $659K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.18% of Vericrest Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Vericrest Private Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.