WESPAC Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WESPAC Advisors’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	$799K	Buy	7,327 +135	+2%	+$14.7K	0.39%	80
2026 Q1	$784K	Buy	7,192 +4,433	+161%	+$489K	0.43%	73
2025 Q4	$304K	Buy	2,759 +259	+10%	+$28.8K	0.16%	131
2025 Q3	$279K	Buy	+2,500	New	+$275K	0.16%	151
2021 Q4	–	Sell	-23,663	Closed	-$3.15M	–	165
2021 Q3	$3.15M	Buy	+23,663	New	+$3.2M	1.94%	6
2021 Q1	–	Sell	-11,715	Closed	-$1.62M	–	177
2020 Q4	$1.62M	Sell	11,715 -585	-5%	-$79.7K	1.25%	23
2020 Q3	$1.66M	Sell	12,300 -341	-3%	-$46.5K	2.05%	9
2020 Q2	$1.7M	Buy	+12,641	New	+$1.64M	1.93%	10
2015 Q2	–	Sell	-1,660	Closed	-$202K	–	127
2015 Q1	$202K	Sell	1,660 -633	-28%	-$76.8K	0.15%	106
2014 Q4	$274K	Buy	+2,293	New	+$273K	0.19%	99

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JSTA

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

WESPAC Advisors's LQD Position: Q2 2026 in Review

WESPAC Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 7,327 shares worth $799K. The position accounts for 0.39% of the portfolio, ranked #80.

WESPAC Advisors first reported a position in LQD in Q4 2014 and has held it in 10 quarters since. The position peaked at $3.15M in Q3 2021. 770 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

WESPAC Advisors held 7,327 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $799K as of Q2 2026.
WESPAC Advisors bought 135 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.39% of WESPAC Advisors's portfolio in Q2 2026, its #80 holding.
WESPAC Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 10 quarters since.
WESPAC Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.15M in Q3 2021.
770 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.