Aspiriant LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aspiriant 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 Q1	$1.16M	Sell	10,651 -167	-2%	-$18.4K	0.03%	145
2025 Q4	$1.19M	Sell	10,818 -112	-1%	-$12.5K	0.03%	150
2025 Q3	$1.22M	Sell	10,930 -10,696	-49%	-$1.18M	0.04%	132
2025 Q2	$2.37M	Buy	+21,626	New	+$2.32M	0.08%	92
2022 Q1	–	Sell	-1,979	Closed	-$263K	–	289
2021 Q4	$263K	Buy	+1,979	New	+$263K	0.01%	242
2021 Q1	–	Sell	-18,480	Closed	-$2.55M	–	205
2020 Q4	$2.55M	Hold	18,480	–	–	0.17%	56
2020 Q3	$2.49M	Buy	+18,480	New	+$2.52M	0.19%	59
2017 Q4	–	Sell	-1,702	Closed	-$206K	–	133
2017 Q3	$206K	Buy	1,702 +1	+0.1%	+$121	0.02%	193
2017 Q2	$205K	Sell	1,701 -299	-15%	-$35.7K	0.02%	199
2017 Q1	$236K	Buy	+2,000	New	+$235K	0.02%	190

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Aspiriant LLC's LQD Position: Q1 2026 in Review

Aspiriant LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q1 2026, selling an estimated $18.4K and leaving 10,651 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #145.

Aspiriant LLC first reported a position in LQD in Q1 2017 and has held it in 10 quarters since. The position peaked at $2.55M in Q4 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Aspiriant LLC held 10,651 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.16M as of Q1 2026.
Aspiriant LLC sold 167 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $18.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Aspiriant LLC's portfolio in Q1 2026, its #145 holding.
Aspiriant LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 10 quarters since.
Aspiriant LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.55M in Q4 2020.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.