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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
Q2 		$1.43M Sell
13,098
-1,164
-8% -$127K 0.72% 39
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
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

ViaWealth's LQD Position: Q2 2026 in Review

ViaWealth reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.2% in Q2 2026, selling an estimated $127K and leaving 13,098 shares worth $1.43M. The position accounts for 0.72% of the portfolio, ranked #39.

ViaWealth first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.76M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • ViaWealth held 13,098 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.43M as of Q2 2026.
  • ViaWealth sold 1,164 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $127K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.72% of ViaWealth's portfolio in Q2 2026, its #39 holding.
  • ViaWealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.76M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.