WealthShield Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $406K | Sell |
3,726
-5,725
| -61% | -$624K | 0.06% | 173 |
|
|
2026
Q1 | $1.03M | Buy |
9,451
+477
| +5% | +$52.6K | 0.11% | 184 |
|
|
2025
Q4 | $987K | Buy |
8,974
+55
| +0.6% | +$6.12K | 0.11% | 182 |
|
|
2025
Q3 | $994K | Sell |
8,919
-1,011
| -10% | -$111K | 0.11% | 176 |
|
|
2025
Q2 | $1.09M | Sell |
9,930
-969
| -9% | -$104K | 0.13% | 167 |
|
|
2025
Q1 | $1.18M | Sell |
10,899
-544
| -5% | -$58.6K | 0.15% | 146 |
|
|
2024
Q4 | $1.22M | Buy |
11,443
+1,939
| +20% | +$212K | 0.17% | 130 |
|
|
2024
Q3 | $1.07M | Sell |
9,504
-95
| -1% | -$10.5K | 0.15% | 146 |
|
|
2024
Q2 | $1.03M | Sell |
9,599
-6,314
| -40% | -$674K | 0.16% | 144 |
|
|
2024
Q1 | $1.73M | Sell |
15,913
-4,430
| -22% | -$481K | 0.28% | 103 |
|
|
2023
Q4 | $2.25M | Buy |
20,343
+2,541
| +14% | +$265K | 0.37% | 79 |
|
|
2023
Q3 | $1.82M | Buy |
17,802
+11,107
| +166% | +$1.17M | 0.27% | 99 |
|
|
2023
Q2 | $724K | Buy |
6,695
+1,776
| +36% | +$192K | 0.11% | 174 |
|
|
2023
Q1 | $539K | Buy |
4,919
+2,497
| +103% | +$270K | 0.09% | 198 |
|
|
2022
Q4 | $255K | Sell |
2,422
-3,521
| -59% | -$369K | 0.05% | 255 |
|
|
2022
Q3 | $609K | Buy |
5,943
+475
| +9% | +$52.4K | 0.12% | 177 |
|
|
2022
Q2 | $602K | Buy |
5,468
+1,968
| +56% | +$222K | 0.12% | 176 |
|
|
2022
Q1 | $423K | Sell |
3,500
-266
| -7% | -$33.2K | 0.07% | 251 |
|
|
2021
Q4 | $499K | Buy |
3,766
+217
| +6% | +$28.8K | 0.08% | 190 |
|
|
2021
Q3 | $472K | Sell |
3,549
-669
| -16% | -$90.4K | 0.13% | 150 |
|
|
2021
Q2 | $567K | Sell |
4,218
-37,612
| -90% | -$4.96M | 0.09% | 155 |
|
|
2021
Q1 | $5.44M | Sell |
41,830
-66,998
| -62% | -$8.91M | 0.98% | 29 |
|
|
2020
Q4 | $15M | Buy |
108,828
+70,370
| +183% | +$9.58M | 2.77% | 4 |
|
|
2020
Q3 | $5.18M | Buy |
38,458
+9,201
| +31% | +$1.25M | 1.82% | 10 |
|
|
2020
Q2 | $3.94M | Buy |
29,257
+26,181
| +851% | +$3.4M | 1.81% | 13 |
|
|
2020
Q1 | $380K | Sell |
3,076
-535
| -15% | -$68.2K | 0.23% | 89 |
|
|
2019
Q4 | $462K | Sell |
3,611
-2,102
| -37% | -$268K | 0.23% | 100 |
|
|
2019
Q3 | $728K | Sell |
5,713
-2,603
| -31% | -$328K | 0.39% | 56 |
|
|
2019
Q2 | $1.03M | Sell |
8,316
-4,954
| -37% | -$595K | 0.6% | 32 |
|
|
2019
Q1 | $1.58M | Buy |
13,270
+4,587
| +53% | +$531K | 0.88% | 24 |
|
|
2018
Q4 | $980K | Buy |
8,683
+2,479
| +40% | +$279K | 0.67% | 33 |
|
|
2018
Q3 | $713K | Sell |
6,204
-1,409
| -19% | -$162K | 0.41% | 47 |
|
|
2018
Q2 | $872K | Sell |
7,613
-563
| -7% | -$64.8K | 0.53% | 38 |
|
|
2018
Q1 | $960K | Buy |
8,176
+213
| +3% | +$25.2K | 0.61% | 32 |
|
|
2017
Q4 | $962K | Buy |
+7,963
| New | +$963K | 0.59% | 32 |
|
Other funds holding LQD
MYLI
JSTA
A
WealthShield Partners's LQD Position: Q2 2026 in Review
WealthShield Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 61% in Q2 2026, selling an estimated $624K and leaving 3,726 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #173.
WealthShield Partners first reported a position in LQD in Q4 2017 and has held it in 35 quarters since. The position peaked at $15M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- WealthShield Partners held 3,726 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $406K as of Q2 2026.
- WealthShield Partners sold 5,725 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $624K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of WealthShield Partners's portfolio in Q2 2026, its #173 holding.
- WealthShield Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
- WealthShield Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $15M in Q4 2020.
- 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.