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

Vise Technologies’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	$2.05M	Buy	18,766 +16,938	+927%	+$1.85M	0.02%	531
2026 Q1	$201K	Hold	1,828	–	–	﹤0.01%	1379
2025 Q4	$201K	Buy	+1,828	New	+$203K	﹤0.01%	1391
2022 Q3	–	Sell	-2,801	Closed	-$308K	–	328
2022 Q2	$308K	Sell	2,801 -15,663	-85%	-$1.77M	0.12%	193
2022 Q1	$2.23M	Sell	18,464 -64,114	-78%	-$8M	0.84%	40
2021 Q4	$10.9M	Buy	+82,578	New	+$11M	2.96%	5

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

Vise Technologies's LQD Position: Q2 2026 in Review

Vise Technologies increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 927% in Q2 2026, buying an estimated $1.85M and bringing the position to 18,766 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #531.

Vise Technologies first reported a position in LQD in Q4 2021 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Vise Technologies held 18,766 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.05M as of Q2 2026.
Vise Technologies bought 16,938 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #531 holding.
Vise Technologies first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
Vise Technologies's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.9M in Q4 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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