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

Asset Dedication 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 		$507K Buy
4,646
+3,218
+225% +$351K 0.03% 237
2026
Q1 		$156K Buy
1,428
+1,419
+15,767% +$156K 0.01% 338
2025
Q4 		$992 Hold
9
– – ﹤0.01% 1056
2025
Q3 		$1K Hold
9
– – ﹤0.01% 1066
2025
Q2 		$987 Buy
+9
New +$966 ﹤0.01% 1087
2024
Q4 		– Sell
-71
Closed -$8.02K – 1148
2024
Q3 		$8.02K Hold
71
– – ﹤0.01% 831
2024
Q2 		$7.61K Buy
+71
New +$7.58K ﹤0.01% 854

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

Asset Dedication LLC's LQD Position: Q2 2026 in Review

Asset Dedication LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 225% in Q2 2026, buying an estimated $351K and bringing the position to 4,646 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #237.

Asset Dedication LLC first reported a position in LQD in Q2 2024 and has held it in 7 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Asset Dedication LLC held 4,646 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $507K as of Q2 2026.
  • Asset Dedication LLC bought 3,218 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $351K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Asset Dedication LLC's portfolio in Q2 2026, its #237 holding.
  • Asset Dedication LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.