Burnham & Co LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Burnham & Co LLC’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	$109K	Buy	+1,000	New	+$109K	0.09%	80

Other funds holding LQD

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Burnham & Co LLC's LQD Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 1,000 shares worth $109K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

967 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Burnham & Co LLC held 1,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $109K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Burnham & Co LLC position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Burnham & Co LLC's portfolio in Q2 2026, its #80 holding.
967 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.