Vista Cima Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vista Cima Wealth Management’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	$220K	Hold	2,020	–	–	0.16%	46
2026 Q1	$220K	Sell	2,020 -6	-0.3%	-$662	0.22%	45
2025 Q4	$223K	Sell	2,026 -10	-0.5%	-$1.11K	0.19%	45
2025 Q3	$227K	Hold	2,036	–	–	0.19%	72
2025 Q2	$223K	Hold	2,036	–	–	0.21%	48
2025 Q1	$221K	Hold	2,036	–	–	0.24%	47
2024 Q4	$218K	Buy	+2,036	New	+$223K	0.23%	44

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

Vista Cima Wealth Management's LQD Position: Q2 2026 in Review

Vista Cima Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 2,020 shares worth $220K. The position accounts for 0.16% of the portfolio, ranked #46.

Vista Cima Wealth Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Vista Cima Wealth Management held 2,020 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $220K as of Q2 2026.
Vista Cima Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Vista Cima Wealth Management's portfolio in Q2 2026, its #46 holding.
Vista Cima Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $227K in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.