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

Arrowroot 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 		$2.35M Buy
21,528
+6,559
+44% +$715K 0.67% 37
2026
Q1 		$1.63M Buy
14,969
+1,169
+8% +$129K 0.54% 44
2025
Q4 		$1.52M Sell
13,800
-95
-0.7% -$10.6K 0.55% 43
2025
Q3 		$1.55M Buy
13,895
+377
+3% +$41.4K 0.62% 40
2025
Q2 		$1.48M Buy
+13,518
New +$1.45M 0.66% 38
2024
Q4 		$1.21M Buy
11,360
+608
+6% +$66.5K 0.63% 41
2024
Q3 		$1.21M Buy
10,752
+1,653
+18% +$183K 0.71% 40
2024
Q2 		$975K Buy
9,099
+305
+3% +$32.6K 0.62% 43
2024
Q1 		$958K Buy
8,794
+1,410
+19% +$153K 0.61% 45
2023
Q4 		$817K Sell
7,384
-544
-7% -$56.7K 0.58% 46
2023
Q3 		$809K Buy
7,928
+1,757
+28% +$185K 0.64% 48
2023
Q2 		$667K Sell
6,171
-1,133
-16% -$123K 0.51% 56
2023
Q1 		$801K Buy
+7,304
New +$791K 0.68% 43

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

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

Arrowroot Family Office increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 44% in Q2 2026, buying an estimated $715K and bringing the position to 21,528 shares worth $2.35M. The position accounts for 0.67% of the portfolio, ranked #37.

Arrowroot Family Office first reported a position in LQD in Q1 2023 and has held it in 13 quarters since. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Arrowroot Family Office held 21,528 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.35M as of Q2 2026.
  • Arrowroot Family Office bought 6,559 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $715K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.67% of Arrowroot Family Office's portfolio in Q2 2026, its #37 holding.
  • Arrowroot Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.