Biltmore Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Biltmore Family Office’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	$20.7K	Hold	190	–	–	﹤0.01%	309
2026 Q1	$20.7K	Sell	190 -50	-21%	-$5.51K	﹤0.01%	292
2025 Q4	$26.4K	Hold	240	–	–	﹤0.01%	281
2025 Q3	$26.8K	Sell	240 -10	-4%	-$1.1K	﹤0.01%	252
2025 Q2	$27.4K	Sell	250 -50	-17%	-$5.37K	﹤0.01%	250
2025 Q1	$32.6K	Hold	300	–	–	0.01%	236
2024 Q4	$32.1K	Buy	+300	New	+$32.8K	0.01%	237
2018 Q4	–	Sell	-32,270	Closed	-$3.71M	–	146
2018 Q3	$3.71M	Sell	32,270 -9,966	-24%	-$1.15M	1.77%	16
2018 Q2	$4.84M	Sell	42,236 -6,265	-13%	-$721K	2.41%	10
2018 Q1	$5.69M	Buy	48,501 +1,956	+4%	+$231K	2.53%	5
2017 Q4	$5.66M	Buy	+46,545	New	+$5.63M	2.56%	6

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

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

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Biltmore Family Office's LQD Position: Q2 2026 in Review

Biltmore Family Office held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 190 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Biltmore Family Office first reported a position in LQD in Q4 2017 and has held it in 11 quarters since. The position peaked at $5.69M in Q1 2018. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Biltmore Family Office held 190 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $20.7K as of Q2 2026.
Biltmore Family Office left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #309 holding.
Biltmore Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 11 quarters since.
Biltmore Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.69M in Q1 2018.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.