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WBH Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WBH Advisory’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 		$9.08M Buy
83,217
+628
+0.8% +$68.4K 0.61% 42
2026
Q1 		$8.97M Buy
82,589
+12,032
+17% +$1.33M 0.67% 39
2025
Q4 		$7.77M Sell
70,557
-10,159
-13% -$1.13M 0.58% 43
2025
Q3 		$9M Buy
80,716
+4,219
+6% +$464K 0.69% 37
2025
Q2 		$8.38M Buy
76,497
+4,384
+6% +$470K 0.71% 36
2025
Q1 		$7.84M Sell
72,113
-760
-1% -$81.9K 0.73% 37
2024
Q4 		$7.79M Sell
72,873
-613
-0.8% -$67.1K 0.72% 39
2024
Q3 		$8.3M Buy
73,486
+4,984
+7% +$551K 0.79% 38
2024
Q2 		$7.34M Buy
68,502
+10,356
+18% +$1.11M 0.74% 38
2024
Q1 		$6.33M Buy
58,146
+312
+0.5% +$33.9K 0.65% 41
2023
Q4 		$6.4M Sell
57,834
-617
-1% -$64.3K 0.71% 38
2023
Q3 		$5.96M Buy
58,451
+11,425
+24% +$1.2M 0.73% 40
2023
Q2 		$5.09M Buy
47,026
+4,932
+12% +$533K 0.6% 47
2023
Q1 		$4.61M Buy
+42,094
New +$4.56M 0.58% 48
2022
Q3 		$5.27M Buy
51,440
+32,553
+172% +$3.59M 0.76% 38
2022
Q2 		$2.09M Buy
+18,887
New +$2.13M 0.28% 82

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
N
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

WBH Advisory's LQD Position: Q2 2026 in Review

WBH Advisory increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.76% in Q2 2026, buying an estimated $68.4K and bringing the position to 83,217 shares worth $9.08M. The position accounts for 0.61% of the portfolio, ranked #42.

WBH Advisory first reported a position in LQD in Q2 2022 and has held it in 16 quarters since. 773 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • WBH Advisory held 83,217 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.08M as of Q2 2026.
  • WBH Advisory bought 628 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.61% of WBH Advisory's portfolio in Q2 2026, its #42 holding.
  • WBH Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.