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Berkshire Money Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Berkshire Money 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
-2,973
Closed -$328K – 89
2025
Q4 		$328K Buy
+2,973
New +$331K 0.03% 92
2025
Q3 		– Sell
-2,942
Closed -$322K – 93
2025
Q2 		$322K Buy
2,942
+638
+28% +$68.5K 0.03% 77
2025
Q1 		$250K Buy
+2,304
New +$248K 0.03% 88
2024
Q2 		– Sell
-2,985
Closed -$325K – 60
2024
Q1 		$325K Buy
+2,985
New +$324K 0.04% 60
2023
Q3 		– Sell
-368,165
Closed -$39.8M – 41
2023
Q2 		$39.8M Buy
+368,165
New +$39.8M 5.75% 4
2021
Q1 		– Sell
-135,914
Closed -$18.8M – 33
2020
Q4 		$18.8M Buy
135,914
+51,318
+61% +$6.99M 3.46% 9
2020
Q3 		$11.4M Buy
+84,596
New +$11.5M 2.37% 10
2020
Q2 		– Sell
-1,219
Closed -$151K – 59
2020
Q1 		$151K Buy
+1,219
New +$155K 0.04% 40
2019
Q1 		– Sell
-2,690
Closed -$303K – 31
2018
Q4 		$303K Sell
2,690
-1,572
-37% -$177K 0.08% 25
2018
Q3 		$490K Sell
4,262
-397
-9% -$45.8K 0.11% 17
2018
Q2 		$537K Sell
4,659
-1,100
-19% -$127K 0.13% 19
2018
Q1 		$676K Sell
5,759
-112,974
-95% -$13.3M 0.17% 19
2017
Q4 		$14.4M Sell
118,733
-1,100
-0.9% -$133K 3.61% 8
2017
Q3 		$14.5M Sell
119,833
-3,138
-3% -$379K 3.79% 8
2017
Q2 		$14.8M Sell
122,971
-1,737
-1% -$208K 4.18% 8
2017
Q1 		$14.7M Sell
124,708
-3,141
-2% -$369K 4.42% 7
2016
Q4 		$15M Buy
127,849
+4,101
+3% +$487K 4.44% 8
2016
Q3 		$15.2M Buy
123,748
+7,415
+6% +$913K 4.68% 8
2016
Q2 		$14.3M Buy
116,333
+89,704
+337% +$10.8M 4.91% 8
2016
Q1 		$3.16M Buy
26,629
+1,167
+5% +$134K 0.96% 13
2015
Q4 		$2.9M Sell
25,462
-15,131
-37% -$1.75M 0.88% 13
2015
Q3 		$4.85M Buy
40,593
+888
+2% +$103K 1.49% 13
2015
Q2 		$4.59M Sell
39,705
-2,329
-6% -$276K 1.35% 13
2015
Q1 		$5.12M Buy
42,034
+3,152
+8% +$382K 1.51% 13
2014
Q4 		$4.64M Buy
+38,882
New +$4.63M 1.39% 13

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Berkshire Money Management's LQD Position: Q1 2026 in Review

Berkshire Money Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 2,973 shares — an estimated $328K sold.

Berkshire Money Management first reported a position in LQD in Q4 2014 and held it in 25 quarters. The position peaked at $39.8M in Q2 2023. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Berkshire Money Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 2,973 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $328K.
  • Berkshire Money Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and held it in 25 quarters.
  • Berkshire Money Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $39.8M in Q2 2023.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.