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Advisors Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Advisors Asset 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 		$872K Buy
7,991
+187
+2% +$20.4K 0.01% 840
2026
Q1 		$851K Buy
7,804
+1,888
+32% +$208K 0.01% 834
2025
Q4 		$652K Buy
5,916
+1,484
+33% +$165K 0.01% 893
2025
Q3 		$494K Buy
4,432
+1,720
+63% +$189K 0.01% 971
2025
Q2 		$297K Buy
2,712
+600
+28% +$64.4K 0.01% 1055
2025
Q1 		$230K Buy
2,112
+298
+16% +$32.1K ﹤0.01% 1085
2024
Q4 		$194K Sell
1,814
-1,030
-36% -$113K ﹤0.01% 1128
2024
Q3 		$321K Sell
2,844
-884
-24% -$97.8K 0.01% 1026
2024
Q2 		$399K Sell
3,728
-537
-13% -$57.3K 0.01% 958
2024
Q1 		$465K Buy
4,265
+216
+5% +$23.5K 0.01% 932
2023
Q4 		$448K Buy
4,049
+81
+2% +$8.44K 0.01% 923
2023
Q3 		$405K Buy
3,968
+1,088
+38% +$115K 0.01% 960
2023
Q2 		$311K Buy
2,880
+909
+46% +$98.3K 0.01% 1042
2023
Q1 		$216K Buy
1,971
+755
+62% +$81.8K ﹤0.01% 1097
2022
Q4 		$128K Buy
1,216
+698
+135% +$73.1K ﹤0.01% 1201
2022
Q3 		$53K Buy
+518
New +$57.1K ﹤0.01% 1347
2021
Q2 		– Sell
-538
Closed -$70K – 1462
2021
Q1 		$70K Sell
538
-951
-64% -$127K ﹤0.01% 1382
2020
Q4 		$206K Sell
1,489
-45
-3% -$6.13K ﹤0.01% 1215
2020
Q3 		$207K Sell
1,534
-35
-2% -$4.77K ﹤0.01% 1173
2020
Q2 		$211K Buy
1,569
+141
+10% +$18.3K ﹤0.01% 1157
2020
Q1 		$176K Buy
1,428
+862
+152% +$110K ﹤0.01% 1126
2019
Q4 		$72K Buy
+566
New +$72.1K ﹤0.01% 1362

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Advisors Asset Management's LQD Position: Q2 2026 in Review

Advisors Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 7,991 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #840.

Advisors Asset Management first reported a position in LQD in Q4 2019 and has held it in 22 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Advisors Asset Management held 7,991 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $872K as of Q2 2026.
  • Advisors Asset Management bought 187 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $20.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #840 holding.
  • Advisors Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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