ViaWealth’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

ViaWealth’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	$1.55M	Sell	14,262 -2,096	-13%	-$231K	0.87%	32
2025 Q4	$1.8M	Sell	16,358 -1,151	-7%	-$128K	1.01%	26
2025 Q3	$1.95M	Sell	17,509 -1,469	-8%	-$161K	1.07%	23
2025 Q2	$2.08M	Sell	18,978 -3,145	-14%	-$337K	1.23%	18
2025 Q1	$2.4M	Sell	22,123 -2,325	-10%	-$251K	1.48%	14
2024 Q4	$2.61M	Hold	24,448	–	–	1.58%	13
2024 Q3	$2.76M	Buy	24,448 +245	+1%	+$27.1K	1.61%	14
2024 Q2	$2.59M	Buy	24,203 +1,696	+8%	+$181K	1.61%	14
2024 Q1	$2.45M	Buy	22,507 +524	+2%	+$56.9K	1.53%	16
2023 Q4	$2.43M	Sell	21,983 -763	-3%	-$79.5K	1.67%	11
2023 Q3	$2.32M	Buy	22,746 +1,675	+8%	+$177K	1.7%	11
2023 Q2	$2.28M	Buy	21,071 +595	+3%	+$64.3K	1.7%	12
2023 Q1	$2.24M	Buy	20,476 +4,730	+30%	+$512K	1.78%	10
2022 Q4	$1.72M	Buy	+15,746	New	+$1.65M	1.41%	16

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

ViaWealth's LQD Position: Q1 2026 in Review

ViaWealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q1 2026, selling an estimated $231K and leaving 14,262 shares worth $1.55M. The position accounts for 0.87% of the portfolio, ranked #32.

ViaWealth first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.76M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

ViaWealth held 14,262 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.55M as of Q1 2026.
ViaWealth sold 2,096 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $231K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.87% of ViaWealth's portfolio in Q1 2026, its #32 holding.
ViaWealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.76M in Q3 2024.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.