WF
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Wayfinding Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wayfinding Financial’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 		– Sell
-6,380
Closed -$703K – 165
2025
Q4 		$703K Sell
6,380
-82,289
-93% -$9.15M 0.3% 58
2025
Q3 		$9.88M Buy
88,669
+530
+0.6% +$58.3K 4.26% 4
2025
Q2 		$9.68M Buy
88,139
+17,308
+24% +$1.86M 4.33% 4
2025
Q1 		$7.7M Buy
70,831
+1,358
+2% +$146K 3.37% 6
2024
Q4 		$7.42M Buy
+69,473
New +$7.6M 3.97% 6
2024
Q3 		– Sell
-43,819
Closed -$4.69M – 85
2024
Q2 		$4.69M Buy
43,819
+122
+0.3% +$13K 2.64% 7
2024
Q1 		$4.65M Buy
43,697
+7,675
+21% +$834K 2.72% 7
2023
Q4 		$3.99M Sell
36,022
-55,617
-61% -$5.79M 2.71% 7
2023
Q3 		$9.26M Sell
91,639
-540
-0.6% -$56.9K 7% 3
2023
Q2 		$9.91M Buy
92,179
+611
+0.7% +$66.1K 6.89% 3
2023
Q1 		$10M Buy
+91,568
New +$9.92M 7.63% 3
2022
Q4 		– Sell
-117,913
Closed -$12.1M – 95
2022
Q3 		$12.1M Buy
+117,913
New +$13M 11.28% 2

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wayfinding Financial's LQD Position: Q1 2026 in Review

Wayfinding Financial sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 6,380 shares — an estimated $703K sold.

Wayfinding Financial first reported a position in LQD in Q3 2022 and held it in 12 quarters. The position peaked at $12.1M in Q3 2022. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Wayfinding Financial reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wayfinding Financial sold 6,380 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $703K.
  • Wayfinding Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and held it in 12 quarters.
  • Wayfinding Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.1M in Q3 2022.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.