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 Q2	$1.16M	Sell	10,640 -11	-0.1%	-$1.2K	0.03%	160
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 $1.55T 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

Aspiriant LLC's LQD Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.1% in Q2 2026, selling an estimated $1.2K and leaving 10,640 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #160.

Aspiriant LLC first reported a position in LQD in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.55M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Aspiriant LLC held 10,640 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.16M as of Q2 2026.
Aspiriant LLC sold 11 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Aspiriant LLC's portfolio in Q2 2026, its #160 holding.
Aspiriant LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 11 quarters since.
Aspiriant LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.55M in Q4 2020.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.