Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LQDB Stock Details LQDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.59M Sell
19,283
-2,964
-13% -$251K ﹤0.01% 1840
2026
Q2 		$1.9M Sell
22,247
-3,451
-13% -$298K ﹤0.01% 1605
2026
Q1 		$2.22M Buy
+25,698
New +$2.24M ﹤0.01% 1337

Other funds holding LQDB

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Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's LQDB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares BBB Rated Corporate Bond ETF (LQDB) stake by 13% in Q3 2026, selling an estimated $251K and leaving 19,283 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Wealth Enhancement Advisory Services first reported a position in LQDB in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.22M in Q1 2026. 9 funds tracked by Wall St. Rank hold LQDB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,283 shares of iShares BBB Rated Corporate Bond ETF worth $1.59M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,964 iShares BBB Rated Corporate Bond ETF shares in Q3 2026, an estimated $251K.
  • iShares BBB Rated Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1840 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares BBB Rated Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's iShares BBB Rated Corporate Bond ETF position peaked at $2.22M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.