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AssuredPartners Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

AssuredPartners Investment Advisors’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 		$828K Sell
7,592
-1,257
-14% -$137K 0.08% 210
2026
Q1 		$964K Sell
8,849
-38
-0.4% -$4.19K 0.1% 196
2025
Q4 		$979K Buy
8,887
+4,058
+84% +$451K 0.15% 149
2025
Q3 		$538K Buy
4,829
+1,789
+59% +$197K 0.12% 126
2025
Q2 		$333K Sell
3,040
-5,802
-66% -$623K 0.08% 174
2025
Q1 		$961K Buy
8,842
+529
+6% +$57K 0.19% 130
2024
Q4 		$888K Buy
+8,313
New +$910K 0.17% 137

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

AssuredPartners Investment Advisors's LQD Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q2 2026, selling an estimated $137K and leaving 7,592 shares worth $828K. The position accounts for 0.08% of the portfolio, ranked #210.

AssuredPartners Investment Advisors first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $979K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • AssuredPartners Investment Advisors held 7,592 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $828K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 1,257 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $137K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $979K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.