Annis Gardner Whiting Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-468	Closed	-$51K	–	865
2026 Q1	$51K	Buy	+468	New	+$51.6K	0.01%	578
2024 Q4	–	Sell	-15	Closed	-$1.7K	–	797
2024 Q3	$1.7K	Hold	15	–	–	﹤0.01%	715
2024 Q2	$1.61K	Hold	15	–	–	﹤0.01%	864
2024 Q1	$1.63K	Hold	15	–	–	﹤0.01%	854
2023 Q4	$1.66K	Hold	15	–	–	﹤0.01%	644
2023 Q3	$1.53K	Buy	+15	New	+$1.58K	﹤0.01%	627

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

Annis Gardner Whiting Capital Advisors's LQD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 468 shares — an estimated $51K sold.

Annis Gardner Whiting Capital Advisors first reported a position in LQD in Q3 2023 and held it in 6 quarters. The position peaked at $51K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 468 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $51K in Q1 2026.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.