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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
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% -$9.84K 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

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

Wealth Alliance's LQD Position: Q2 2026 in Review

Wealth Alliance reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q2 2026, selling an estimated $284K and leaving 6,514 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #242.

Wealth Alliance first reported a position in LQD in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.18M in Q4 2023. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Wealth Alliance held 6,514 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $710K as of Q2 2026.
  • Wealth Alliance sold 2,606 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $284K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #242 holding.
  • Wealth Alliance first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.18M in Q4 2023.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.