Insight Wealth Partners, LLC LQD holdings history
ISHR IBX USD INVGD CB ETF-UI · CUSIP 464287242 · CIK 1627003
As of 2026-06-30, Insight Wealth Partners, LLC reported 106.53K LQD (shares), valued at $11.62M, or 1.56% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 23.75%; reported value decreased 23.69%, and weight changed -4.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.56% | 106,526 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 6.15% | 139,708 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 6.19% | 135,050 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 6.00% | 121,766 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 6.50% | 106,939 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 7.95% | 121,581 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 7.64% | 112,895 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 7.35% | 106,567 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 6.42% | 92,492 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 6.56% | 92,765 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 7.14% | 85,501 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 7.39% | 86,264 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.39% | 86,264 | $8.80M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 7.14% | 85,501 | $9.46M | Shares decreased 0.88%; reported value increased 7.51%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 6.56% | 92,765 | $10.10M | Shares increased 8.50%; reported value increased 6.79%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 6.42% | 92,492 | $9.91M | Shares decreased 0.29%; reported value decreased 1.94%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 7.35% | 106,567 | $12.04M | Shares increased 15.22%; reported value increased 21.52%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 7.64% | 112,895 | $12.06M | Shares increased 5.94%; reported value increased 0.18%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 7.95% | 121,581 | $13.21M | Shares increased 7.69%; reported value increased 9.56%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 6.50% | 106,939 | $11.72M | Shares decreased 12.04%; reported value decreased 11.30%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 6.00% | 121,766 | $13.57M | Shares increased 13.86%; reported value increased 15.80%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 6.19% | 135,050 | $14.88M | Shares increased 10.91%; reported value increased 9.64%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 6.15% | 139,708 | $15.23M | Shares increased 3.45%; reported value increased 2.32%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.56% | 106,526 | $11.62M | Shares decreased 23.75%; reported value decreased 23.69%, and weight changed -4.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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