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

Westshore Wealth’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	$29.2M	Buy	268,104 +17,346	+7%	+$1.91M	10.25%	2
2025 Q4	$27.6M	Buy	250,758 +6,983	+3%	+$776K	9.14%	2
2025 Q3	$27.2M	Sell	243,775 -76	-0%	-$8.36K	9.28%	2
2025 Q2	$26.7M	Buy	243,851 +9,316	+4%	+$1,000K	10.25%	2
2025 Q1	$25.5M	Buy	234,535 +15,027	+7%	+$1.62M	10.78%	2
2024 Q4	$23.5M	Buy	219,508 +5,198	+2%	+$569K	9.5%	2
2024 Q3	$24.2M	Buy	214,310 +4,089	+2%	+$452K	9.9%	2
2024 Q2	$22.5M	Buy	210,221 +13,759	+7%	+$1.47M	9.35%	3
2024 Q1	$21.4M	Buy	196,462 +14,431	+8%	+$1.57M	8.9%	3
2023 Q4	$20.1M	Buy	182,031 +9,902	+6%	+$1.03M	9.3%	3
2023 Q3	$17.6M	Buy	172,129 +4,501	+3%	+$475K	9.76%	3
2023 Q2	$18.1M	Buy	167,628 +5,806	+4%	+$628K	9.25%	3
2023 Q1	$17.7M	Buy	161,822 +8,720	+6%	+$944K	9.32%	3
2022 Q4	$16.1M	Buy	153,102 +12,001	+9%	+$1.26M	9.2%	3
2022 Q3	$14.5M	Buy	141,101 +2,425	+2%	+$267K	9.95%	3
2022 Q2	$15.3M	Buy	+138,676	New	+$15.7M	9.95%	3

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

Westshore Wealth's LQD Position: Q1 2026 in Review

Westshore Wealth increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.9% in Q1 2026, buying an estimated $1.91M and bringing the position to 268,104 shares worth $29.2M. The position accounts for 10.25% of the portfolio, ranked #2.

Westshore Wealth first reported a position in LQD in Q2 2022 and has held it in 16 quarters since. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Westshore Wealth held 268,104 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.2M as of Q1 2026.
Westshore Wealth bought 17,346 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.91M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 10.25% of Westshore Wealth's portfolio in Q1 2026, its #2 holding.
Westshore Wealth first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.