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 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 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

AssuredPartners Investment Advisors's LQD Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.43% in Q1 2026, selling an estimated $4.19K and leaving 8,849 shares worth $964K. The position accounts for 0.1% of the portfolio, ranked #196.

AssuredPartners Investment Advisors first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $979K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

AssuredPartners Investment Advisors held 8,849 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $964K as of Q1 2026.
AssuredPartners Investment Advisors sold 38 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.19K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #196 holding.
AssuredPartners Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $979K in Q4 2025.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.