Wealth Alliance
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Wealth Alliance’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealth Alliance’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
Q3 		$488K Sell
4,773
-1,741
-27% -$185K 0.04% 321
2026
Q2 		$710K Sell
6,514
-2,606
-29% -$284K 0.06% 242
2026
Q1 		$994K Sell
9,120
-128
-1% -$14.1K 0.1% 187
2025
Q4 		$1.02M Buy
9,248
+284
+3% +$31.6K 0.1% 181
2025
Q3 		$999K Buy
8,964
+39
+0.4% +$4.29K 0.1% 178
2025
Q2 		$978K Sell
8,925
-257
-3% -$27.6K 0.11% 170
2025
Q1 		$998K Sell
9,182
-146
-2% -$15.7K 0.12% 163
2024
Q4 		$997K Buy
9,328
+129
+1% +$14.1K 0.12% 158
2024
Q3 		$1.04M Buy
9,199
+1,069
+13% +$118K 0.12% 161
2024
Q2 		$871K Sell
8,130
-10,001
-55% -$1.07M 0.11% 171
2024
Q1 		$1.97M Sell
18,131
-19,623
-52% -$2.13M 0.26% 74
2023
Q4 		$4.18M Buy
37,754
+7,990
+27% +$832K 0.59% 26
2023
Q3 		$3.04M Buy
29,764
+13,000
+78% +$1.37M 0.48% 37
2023
Q2 		$1.81M Buy
16,764
+7,441
+80% +$805K 0.27% 75
2023
Q1 		$1.02M Sell
9,323
-21
-0.2% -$2.27K 0.17% 132
2022
Q4 		$985K Buy
9,344
+5,144
+122% +$538K 0.17% 135
2022
Q3 		$430K Buy
4,200
+1,546
+58% +$170K 0.08% 241
2022
Q2 		$292K Sell
2,654
-630
-19% -$71.1K 0.06% 331
2022
Q1 		$397K Buy
3,284
+720
+28% +$89.8K 0.08% 268
2021
Q4 		$340K Sell
2,564
-74
-3% -$9.8K 0.07% 305
2021
Q3 		$351K Buy
2,638
+56
+2% +$7.57K 0.08% 286
2021
Q2 		$347K Sell
2,582
-179
-6% -$23.6K 0.08% 284
2021
Q1 		$359K Sell
2,761
-3,379
-55% -$450K 0.1% 245
2020
Q4 		$848K Buy
6,140
+2,775
+82% +$378K 0.25% 100
2020
Q3 		$453K Buy
3,365
+1,494
+80% +$204K 0.16% 154
2020
Q2 		$252K Sell
1,871
-171
-8% -$22.2K 0.1% 253
2020
Q1 		$252K Buy
+2,042
New +$260K 0.14% 187

Other funds holding LQD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Alliance's LQD Position: Q3 2026 in Review

Wealth Alliance reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q3 2026, selling an estimated $185K and leaving 4,773 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #321.

Wealth Alliance first reported a position in LQD in Q1 2020 and has held it in 27 quarters since. The position peaked at $4.18M in Q4 2023. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Wealth Alliance held 4,773 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $488K as of Q3 2026.
  • Wealth Alliance sold 1,741 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $185K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #321 holding.
  • Wealth Alliance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Wealth Alliance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.18M in Q4 2023.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.