AIIMS
LQD icon

Analyst IMS Investment Management Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Analyst IMS Investment Management Services’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 		$5.71M Buy
+52,344
New +$5.7M 0.13% 46
2019
Q1 		– Sell
-3,980
Closed -$449K – 101
2018
Q4 		$449K Sell
3,980
-352
-8% -$39.6K 0.07% 73
2018
Q3 		$498K Sell
4,332
-1,013
-19% -$117K 0.08% 84
2018
Q2 		$612K Buy
5,345
+15
+0.3% +$1.73K 0.19% 72
2018
Q1 		$625K Sell
5,330
-1,493
-22% -$176K 0.2% 73
2017
Q4 		$830K Buy
6,823
+56
+0.8% +$6.78K 0.25% 70
2017
Q3 		$820K Buy
6,767
+726
+12% +$87.7K 0.27% 71
2017
Q2 		$728K Buy
6,041
+782
+15% +$93.5K 0.26% 70
2017
Q1 		$620K Sell
5,259
-142
-3% -$16.7K 0.24% 73
2016
Q4 		$633K Buy
5,401
+1,694
+46% +$201K 0.28% 67
2016
Q3 		$457K Buy
3,707
+181
+5% +$22.3K 0.19% 77
2016
Q2 		$433K Hold
3,526
– – 0.18% 76
2016
Q1 		$419K Buy
+3,526
New +$405K 0.18% 77

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

Analyst IMS Investment Management Services's LQD Position: Q2 2026 in Review

Analyst IMS Investment Management Services opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 52,344 shares worth $5.71M. The stake represents 0.13% of the portfolio and ranks #46 among its holdings. This is a return to the name: Analyst IMS Investment Management Services previously reported a position in LQD as recently as Q4 2018.

Analyst IMS Investment Management Services first reported a position in LQD in Q1 2016 and has held it in 13 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Analyst IMS Investment Management Services held 52,344 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.71M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Analyst IMS Investment Management Services position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.13% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #46 holding.
  • Analyst IMS Investment Management Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 13 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.