Western Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Western Wealth Management’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	$443K	Buy	4,062 +939	+30%	+$102K	0.01%	712
2026 Q1	$340K	Buy	3,123 +503	+19%	+$55.5K	0.01%	758
2025 Q4	$289K	Buy	2,620 +349	+15%	+$38.8K	0.01%	674
2025 Q3	$253K	Sell	2,271 -1,298	-36%	-$143K	0.01%	655
2025 Q2	$391K	Sell	3,569 -763	-18%	-$81.9K	0.02%	489
2025 Q1	$471K	Buy	4,332 +102	+2%	+$11K	0.03%	412
2024 Q4	$452K	Sell	4,230 -265	-6%	-$29K	0.02%	489
2024 Q3	$508K	Sell	4,495 -190	-4%	-$21K	0.03%	464
2024 Q2	$502K	Sell	4,685 -12,631	-73%	-$1.35M	0.04%	370
2024 Q1	$1.89M	Sell	17,316 -223	-1%	-$24.2K	0.15%	140
2023 Q4	$1.94M	Buy	17,539 +1,854	+12%	+$193K	0.14%	156
2023 Q3	$1.6M	Buy	15,685 +10,427	+198%	+$1.1M	0.14%	159
2023 Q2	$569K	Sell	5,258 -120	-2%	-$13K	0.05%	351
2023 Q1	$590K	Sell	5,378 -2,957	-35%	-$320K	0.05%	333
2022 Q4	$879K	Sell	8,335 -2,296	-22%	-$240K	0.09%	241
2022 Q3	$1.09M	Buy	10,631 +423	+4%	+$46.6K	0.06%	291
2022 Q2	$1.12M	Sell	10,208 -1,601	-14%	-$181K	0.06%	282
2022 Q1	$1.43M	Buy	11,809 +3,748	+46%	+$468K	0.07%	265
2021 Q4	$1.07M	Buy	+8,061	New	+$1.07M	0.11%	185
2021 Q2	$776K	Sell	5,788 -554	-9%	-$73K	0.08%	257
2021 Q1	$825K	Sell	6,342 -2,507	-28%	-$334K	0.11%	190
2020 Q4	$1.22M	Sell	8,849 -5,513	-38%	-$751K	0.18%	133
2020 Q3	$1.94M	Buy	14,362 +534	+4%	+$72.8K	0.32%	73
2020 Q2	$1.86M	Buy	13,828 +3,593	+35%	+$467K	0.34%	64
2020 Q1	$1.26M	Buy	10,235 +87	+0.9%	+$11.1K	0.29%	84
2019 Q4	$1.3M	Sell	10,148 -340	-3%	-$43.3K	0.2%	120
2019 Q3	$1.34M	Sell	10,488 -821	-7%	-$103K	0.28%	88
2019 Q2	$1.4M	Buy	11,309 +348	+3%	+$41.8K	0.18%	106
2019 Q1	$1.31M	Sell	10,961 -899	-8%	-$104K	0.29%	84
2018 Q4	$1.33M	Buy	+11,860	New	+$1.33M	0.36%	65

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Western Wealth Management's LQD Position: Q2 2026 in Review

Western Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 30% in Q2 2026, buying an estimated $102K and bringing the position to 4,062 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #712.

Western Wealth Management first reported a position in LQD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.94M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Western Wealth Management held 4,062 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $443K as of Q2 2026.
Western Wealth Management bought 939 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $102K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #712 holding.
Western Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.94M in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.