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Wealthspire Advisors (New York)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$486K Buy
4,460
+40
+0.9% +$4.41K ﹤0.01% 576
2025
Q4 		$487K Sell
4,420
-3,478
-44% -$387K ﹤0.01% 617
2025
Q3 		$880K Sell
7,898
-244
-3% -$26.8K ﹤0.01% 415
2025
Q2 		$892K Sell
8,142
-359
-4% -$38.5K 0.01% 414
2025
Q1 		$924K Sell
8,501
-542
-6% -$58.4K 0.01% 390
2024
Q4 		$966K Buy
9,043
+3,772
+72% +$413K 0.01% 377
2024
Q3 		$596K Buy
5,271
+166
+3% +$18.4K 0.01% 456
2024
Q2 		$547K Buy
5,105
+174
+4% +$18.6K 0.01% 413
2024
Q1 		$537K Sell
4,931
-9,511
-66% -$1.03M 0.01% 416
2023
Q4 		$1.6M Buy
14,442
+208
+1% +$21.7K 0.02% 231
2023
Q3 		$1.45M Buy
14,234
+1,519
+12% +$160K 0.02% 211
2023
Q2 		$1.38M Sell
12,715
-1,178
-8% -$127K 0.02% 204
2023
Q1 		$1.52M Sell
13,893
-17,297
-55% -$1.87M 0.03% 184
2022
Q4 		$3.29M Sell
31,190
-307
-1% -$32.1K 0.06% 118
2022
Q3 		$3.23M Sell
31,497
-490
-2% -$54K 0.07% 114
2022
Q2 		$3.52M Sell
31,987
-2,940
-8% -$332K 0.07% 108
2022
Q1 		$4.22M Sell
34,927
-9,065
-21% -$1.13M 0.1% 83
2021
Q4 		$5.83M Buy
43,992
+894
+2% +$119K 0.13% 77
2021
Q3 		$5.73M Buy
43,098
+118
+0.3% +$15.9K 0.12% 87
2021
Q2 		$5.78M Buy
42,980
+10,565
+33% +$1.39M 0.15% 65
2021
Q1 		$4.22M Sell
32,415
-759
-2% -$101K 0.1% 100
2020
Q4 		$4.58M Buy
33,174
+5,036
+18% +$686K 0.14% 77
2020
Q3 		$3.79M Buy
28,138
+2,132
+8% +$291K 0.23% 52
2020
Q2 		$3.5M Sell
26,006
-32,916
-56% -$4.28M 0.24% 50
2020
Q1 		$7.28M Buy
58,922
+35,492
+151% +$4.52M 0.31% 49
2019
Q4 		$3M Buy
23,430
+804
+4% +$102K 0.22% 32
2019
Q3 		$2.88M Buy
22,626
+784
+4% +$98.8K 0.24% 27
2019
Q2 		$2.72M Sell
21,842
-90
-0.4% -$10.8K 0.24% 23
2019
Q1 		$2.61M Sell
21,932
-4,471
-17% -$518K 0.24% 19
2018
Q4 		$2.98M Buy
+26,403
New +$2.97M 0.29% 21

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s LQD Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.9% in Q1 2026, buying an estimated $4.41K and bringing the position to 4,460 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Wealthspire Advisors (New York) first reported a position in LQD in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.28M in Q1 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,460 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $486K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 40 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.41K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #576 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.28M in Q1 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.