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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Arrowroot Family Office's LQD Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.5% in Q1 2026, buying an estimated $129K and bringing the position to 14,969 shares worth $1.63M. The position accounts for 0.54% of the portfolio, ranked #44.

Arrowroot Family Office first reported a position in LQD in Q1 2023 and has held it in 12 quarters since. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Arrowroot Family Office held 14,969 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.63M as of Q1 2026.
  • Arrowroot Family Office bought 1,169 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $129K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.54% of Arrowroot Family Office's portfolio in Q1 2026, its #44 holding.
  • Arrowroot Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.