Vermillion & White Wealth Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vermillion & White Wealth Management Group’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	$246K	Sell	2,260 -116	-5%	-$12.6K	0.12%	63
2026 Q1	$259K	Sell	2,376 -217	-8%	-$23.9K	0.15%	57
2025 Q4	$286K	Sell	2,593 -78	-3%	-$8.67K	0.16%	48
2025 Q3	$298K	Sell	2,671 -3	-0.1%	-$330	0.17%	50
2025 Q2	$293K	Hold	2,674	–	–	0.19%	49
2025 Q1	$291K	Sell	2,674 -1,355	-34%	-$146K	0.21%	44
2024 Q4	$431K	Sell	4,029 -677	-14%	-$74.1K	0.32%	44
2024 Q3	$532K	Sell	4,706 -318	-6%	-$35.2K	0.39%	42
2024 Q2	$538K	Buy	5,024 +117	+2%	+$12.5K	0.41%	41
2024 Q1	$534K	Sell	4,907 -91	-2%	-$9.89K	0.43%	40
2023 Q4	$553K	Buy	+4,998	New	+$520K	0.54%	27

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Vermillion & White Wealth Management Group's LQD Position: Q2 2026 in Review

Vermillion & White Wealth Management Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.9% in Q2 2026, selling an estimated $12.6K and leaving 2,260 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #63.

Vermillion & White Wealth Management Group first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Vermillion & White Wealth Management Group held 2,260 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $246K as of Q2 2026.
Vermillion & White Wealth Management Group sold 116 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.6K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #63 holding.
Vermillion & White Wealth Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Vermillion & White Wealth Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $553K in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.