WE
LQD icon

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

Wealth Effects’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 		$299K Buy
2,740
+28
+1% +$3.05K 0.08% 190
2026
Q1 		$296K Buy
2,712
+54
+2% +$5.95K 0.1% 161
2025
Q4 		$293K Buy
2,658
+20
+0.8% +$2.22K 0.09% 155
2025
Q3 		$294K Buy
2,638
+213
+9% +$23.4K 0.09% 159
2025
Q2 		$266K Buy
2,425
+20
+0.8% +$2.15K 0.1% 166
2025
Q1 		$261K Hold
2,405
– – 0.11% 158
2024
Q4 		$257K Buy
2,405
+57
+2% +$6.24K 0.09% 177
2024
Q3 		$265K Buy
2,348
+10
+0.4% +$1.11K 0.09% 167
2024
Q2 		$250K Sell
2,338
-82
-3% -$8.75K 0.09% 164
2024
Q1 		$264K Sell
2,420
-253
-9% -$27.5K 0.1% 165
2023
Q4 		$296K Buy
2,673
+528
+25% +$55K 0.11% 157
2023
Q3 		$219K Hold
2,145
– – 0.11% 156
2023
Q2 		$232K Hold
2,145
– – 0.1% 159
2023
Q1 		$235K Hold
2,145
– – 0.12% 161
2022
Q4 		$226K Buy
+2,145
New +$225K 0.13% 157

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 Effects's LQD Position: Q2 2026 in Review

Wealth Effects increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1% in Q2 2026, buying an estimated $3.05K and bringing the position to 2,740 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #190.

Wealth Effects first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Wealth Effects held 2,740 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $299K as of Q2 2026.
  • Wealth Effects bought 28 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.05K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Wealth Effects's portfolio in Q2 2026, its #190 holding.
  • Wealth Effects first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.