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 Q3	$1.09M	Buy	10,691 +51	+0.5%	+$5.4K	0.03%	162
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Aspiriant LLC's LQD Position: Q3 2026 in Review

Aspiriant LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.48% in Q3 2026, buying an estimated $5.4K and bringing the position to 10,691 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #162.

Aspiriant LLC first reported a position in LQD in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.55M in Q4 2020. 400 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Aspiriant LLC held 10,691 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.09M as of Q3 2026.
Aspiriant LLC bought 51 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Aspiriant LLC's portfolio in Q3 2026, its #162 holding.
Aspiriant LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 12 quarters since.
Aspiriant LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.55M in Q4 2020.
400 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.