WealthGarden F.S.’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WealthGarden F.S.’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	$506K	Sell	4,638 -4,960	-52%	-$540K	0.29%	103
2026 Q1	$1.05M	Buy	9,598 +1,400	+17%	+$154K	0.71%	45
2025 Q4	$909K	Buy	8,198 +1,073	+15%	+$119K	0.6%	54
2025 Q3	$802K	Sell	7,125 -571	-7%	-$62.8K	0.57%	53
2025 Q2	$840K	Buy	7,696 +154	+2%	+$16.5K	0.7%	47
2025 Q1	$820K	Buy	7,542 +545	+8%	+$58.7K	0.79%	44
2024 Q4	$748K	Sell	6,997 -562	-7%	-$61.5K	0.7%	47
2024 Q3	$854K	Buy	7,559 +829	+12%	+$91.7K	0.83%	37
2024 Q2	$721K	Buy	+6,730	New	+$718K	0.76%	43

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthGarden F.S.'s LQD Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 52% in Q2 2026, selling an estimated $540K and leaving 4,638 shares worth $506K. The position accounts for 0.29% of the portfolio, ranked #103.

WealthGarden F.S. first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2026. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

WealthGarden F.S. held 4,638 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $506K as of Q2 2026.
WealthGarden F.S. sold 4,960 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $540K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.29% of WealthGarden F.S.'s portfolio in Q2 2026, its #103 holding.
WealthGarden F.S. first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.05M in Q1 2026.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.