Allie Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Allie Family Office’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	$4.32M	Buy	39,578 +22,539	+132%	+$2.46M	1.6%	17
2026 Q1	$1.86M	Buy	17,039 +450	+3%	+$49.6K	0.81%	23
2025 Q4	$1.83M	Hold	16,589	–	–	0.85%	21
2025 Q3	$1.85M	Buy	16,589 +2,320	+16%	+$255K	0.88%	22
2025 Q2	$1.56M	Sell	14,269 -1,640	-10%	-$176K	0.78%	23
2025 Q1	$1.73M	Hold	15,909	–	–	0.94%	22
2024 Q4	$1.7M	Buy	15,909 +884	+6%	+$96.7K	0.94%	22
2024 Q3	$1.7M	Buy	15,025 +2,000	+15%	+$221K	0.91%	21
2024 Q2	$1.4M	Hold	13,025	–	–	0.84%	22
2024 Q1	$1.42M	Hold	13,025	–	–	0.84%	19
2023 Q4	$1.44M	Hold	13,025	–	–	1%	18
2023 Q3	$1.33M	Buy	13,025 +4,240	+48%	+$447K	1.07%	17
2023 Q2	$950K	Buy	8,785 +460	+6%	+$49.7K	0.68%	22
2023 Q1	$913K	Hold	8,325	–	–	0.68%	24
2022 Q4	$878K	Buy	8,325 +950	+13%	+$99.4K	0.72%	22
2022 Q3	$756K	Hold	7,375	–	–	0.65%	22
2022 Q2	$811K	Buy	7,375 +1,765	+31%	+$199K	0.66%	25
2022 Q1	$678K	Hold	5,610	–	–	0.52%	32
2021 Q4	$743K	Buy	+5,610	New	+$746K	0.59%	33

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Allie Family Office's LQD Position: Q2 2026 in Review

Allie Family Office increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 132% in Q2 2026, buying an estimated $2.46M and bringing the position to 39,578 shares worth $4.32M. The position accounts for 1.6% of the portfolio, ranked #17.

Allie Family Office first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Allie Family Office held 39,578 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.32M as of Q2 2026.
Allie Family Office bought 22,539 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.46M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.6% of Allie Family Office's portfolio in Q2 2026, its #17 holding.
Allie Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.