Winch Advisory Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$119K Buy
1,088
+930
+589% +$101K 0.02% 135
2026
Q1
$17.2K Buy
158
+1
+0.6% +$110 ﹤0.01% 258
2025
Q4
$17.3K Buy
157
+2
+1% +$222 ﹤0.01% 254
2025
Q3
$17.2K Buy
155
+2
+1% +$220 ﹤0.01% 251
2025
Q2
$16.8K Buy
153
+2
+1% +$215 ﹤0.01% 246
2025
Q1
$16.4K Buy
151
+1
+0.7% +$108 ﹤0.01% 239
2024
Q4
$16K Buy
+150
New +$16.4K ﹤0.01% 247
2015
Q2
Sell
-71
Closed -$9K 325
2015
Q1
$9K Buy
+71
New +$8.61K 0.01% 164

Other funds holding LQD

Winch Advisory Services's LQD Position: Q2 2026 in Review

Winch Advisory Services increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 589% in Q2 2026, buying an estimated $101K and bringing the position to 1,088 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #135.

Winch Advisory Services first reported a position in LQD in Q1 2015 and has held it in 8 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Winch Advisory Services held 1,088 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $119K as of Q2 2026.
  • Winch Advisory Services bought 930 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #135 holding.
  • Winch Advisory Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 8 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.