Ball & Co Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ball & Co Wealth Management’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	–	Sell	-61,432	Closed	-$6.77M	–	81
2025 Q4	$6.77M	Sell	61,432 -29,155	-32%	-$3.24M	4.36%	9
2025 Q3	$10.1M	Buy	+90,587	New	+$9.96M	6.72%	5
2025 Q2	–	Sell	-41,739	Closed	-$4.54M	–	73
2025 Q1	$4.54M	Buy	+41,739	New	+$4.5M	4.86%	7

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Ball & Co Wealth Management's LQD Position: Q1 2026 in Review

Ball & Co Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 61,432 shares — an estimated $6.77M sold.

Ball & Co Wealth Management first reported a position in LQD in Q1 2025 and held it in 3 quarters. The position peaked at $10.1M in Q3 2025. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Ball & Co Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Ball & Co Wealth Management sold 61,432 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $6.77M.
Ball & Co Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
Ball & Co Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.1M in Q3 2025.
1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.