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

Wealthcare Advisory Partners’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	$1.2M	Buy	11,023 +5,302	+93%	+$578K	0.02%	470
2026 Q1	$624K	Sell	5,721 -7,310	-56%	-$806K	0.01%	638
2025 Q4	$1.44M	Buy	13,031 +647	+5%	+$71.9K	0.03%	427
2025 Q3	$1.38M	Buy	12,384 +5,450	+79%	+$599K	0.03%	418
2025 Q2	$760K	Buy	6,934 +760	+12%	+$81.6K	0.02%	540
2025 Q1	$671K	Sell	6,174 -301	-5%	-$32.4K	0.02%	525
2024 Q4	$692K	Sell	6,475 -6,527	-50%	-$714K	0.02%	501
2024 Q3	$1.47M	Buy	13,002 +3,970	+44%	+$439K	0.04%	328
2024 Q2	$968K	Sell	9,032 -866	-9%	-$92.4K	0.03%	393
2024 Q1	$1.08M	Buy	9,898 +7,135	+258%	+$775K	0.04%	342
2023 Q4	$306K	Sell	2,763 -178	-6%	-$18.5K	0.01%	604
2023 Q3	$300K	Sell	2,941 -82	-3%	-$8.65K	0.01%	553
2023 Q2	$327K	Sell	3,023 -144	-5%	-$15.6K	0.01%	542
2023 Q1	$347K	Sell	3,167 -772	-20%	-$83.6K	0.01%	539
2022 Q4	$415K	Sell	3,939 -238	-6%	-$24.9K	0.02%	459
2022 Q3	$428K	Buy	4,177 +192	+5%	+$21.2K	0.02%	398
2022 Q2	$438K	Sell	3,985 -682	-15%	-$77K	0.03%	352
2022 Q1	$564K	Sell	4,667 -1,091	-19%	-$136K	0.03%	289
2021 Q4	$763K	Sell	5,758 -420	-7%	-$55.8K	0.05%	240
2021 Q3	$822K	Buy	6,178 +775	+14%	+$105K	0.05%	217
2021 Q2	$726K	Sell	5,403 -787	-13%	-$104K	0.05%	242
2021 Q1	$805K	Sell	6,190 -2,570	-29%	-$342K	0.06%	218
2020 Q4	$1.21M	Buy	8,760 +1,386	+19%	+$189K	0.11%	120
2020 Q3	$993K	Sell	7,374 -3,822	-34%	-$521K	0.11%	122
2020 Q2	$1.51M	Sell	11,196 -809	-7%	-$105K	0.19%	71
2020 Q1	$1.48M	Buy	12,005 +1,031	+9%	+$131K	0.22%	59
2019 Q4	$1.4M	Buy	10,974 +2,023	+23%	+$258K	0.18%	75
2019 Q3	$1.14M	Buy	8,951 +2,997	+50%	+$378K	0.17%	76
2019 Q2	$741K	Buy	5,954 +4,178	+235%	+$502K	0.12%	102
2019 Q1	$211K	Buy	1,776 +190	+12%	+$22K	0.04%	236
2018 Q4	$179K	Sell	1,586 -269	-15%	-$30.2K	0.03%	216
2018 Q3	$213K	Sell	1,855 -27	-1%	-$3.11K	0.04%	208
2018 Q2	$216K	Sell	1,882 -195	-9%	-$22.5K	0.04%	201
2018 Q1	$244K	Sell	2,077 -1,285	-38%	-$152K	0.06%	177
2017 Q4	$409K	Buy	3,362 +594	+21%	+$71.9K	0.11%	110
2017 Q3	$336K	Buy	+2,768	New	+$335K	0.1%	108

Other funds holding LQD

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Wealthcare Advisory Partners's LQD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 93% in Q2 2026, buying an estimated $578K and bringing the position to 11,023 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #470.

Wealthcare Advisory Partners first reported a position in LQD in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.51M in Q2 2020. 256 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Wealthcare Advisory Partners held 11,023 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.2M as of Q2 2026.
Wealthcare Advisory Partners bought 5,302 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $578K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #470 holding.
Wealthcare Advisory Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.51M in Q2 2020.
256 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.