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 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	0.03%	406
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 $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Western Wealth Management's LQD Position: Q1 2026 in Review

Western Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q1 2026, buying an estimated $55.5K and bringing the position to 3,123 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #758.

Western Wealth Management first reported a position in LQD in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.94M in Q4 2023. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Western Wealth Management held 3,123 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $340K as of Q1 2026.
Western Wealth Management bought 503 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $55.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #758 holding.
Western Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.94M in Q4 2023.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.