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Wagner Wealth Management (South Carolina)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$6.25K Hold
57
– – ﹤0.01% 241
2026
Q1 		$6.17K Buy
57
+1
+2% +$110 ﹤0.01% 235
2025
Q4 		$6.2K Buy
+56
New +$6.23K ﹤0.01% 222
2025
Q3 		– Sell
-55
Closed -$6.01K – 264
2025
Q2 		$6.01K Buy
55
+1
+2% +$107 ﹤0.01% 208
2025
Q1 		$5.89K Hold
54
– – ﹤0.01% 202
2024
Q4 		$5.74K Sell
54
-210
-80% -$23K ﹤0.01% 202
2024
Q3 		$29.8K Buy
264
+211
+398% +$23.3K 0.01% 160
2024
Q2 		$5.68K Hold
53
– – ﹤0.01% 221
2024
Q1 		$5.77K Sell
53
-379
-88% -$41.2K ﹤0.01% 218
2023
Q4 		$47.8K Hold
432
– – 0.02% 163
2023
Q3 		$44.1K Hold
432
– – 0.02% 140
2023
Q2 		$46.7K Hold
432
– – 0.02% 142
2023
Q1 		$47.4K Hold
432
– – 0.02% 145
2022
Q4 		$45.5K Buy
432
+379
+715% +$39.7K 0.03% 154
2022
Q3 		$5K Sell
53
-312
-85% -$34.4K ﹤0.01% 524
2022
Q2 		$40K Sell
365
-365
-50% -$41.2K 0.03% 232
2022
Q1 		$88K Buy
730
+241
+49% +$30.1K 0.06% 143
2021
Q4 		$65K Hold
489
– – 0.05% 218
2021
Q3 		$65K Sell
489
-1,009
-67% -$136K 0.05% 209
2021
Q2 		$201K Sell
1,498
-647
-30% -$85.3K 0.14% 127
2021
Q1 		$279K Sell
2,145
-732
-25% -$97.4K 0.22% 89
2020
Q4 		$397K Buy
+2,877
New +$392K 0.38% 68
2018
Q3 		$159K Sell
1,385
-75
-5% -$8.64K 0.11% 147
2018
Q2 		$167K Buy
1,460
+360
+33% +$41.5K 0.12% 127
2018
Q1 		$129K Hold
1,100
– – 0.1% 145
2017
Q4 		$133K Buy
+1,100
New +$133K 0.1% 143

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

Wagner Wealth Management (South Carolina)'s LQD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 57 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Wagner Wealth Management (South Carolina) first reported a position in LQD in Q4 2017 and has held it in 26 quarters since. The position peaked at $397K in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 57 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.25K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #241 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $397K in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.