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

Bishop & Co Investment 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
-22,142
Closed -$2.44M – 27
2025
Q4 		$2.44M Sell
22,142
-1,590
-7% -$177K 0.81% 17
2025
Q3 		$2.65M Sell
23,732
-159
-0.7% -$17.5K 0.88% 17
2025
Q2 		$2.62M Sell
23,891
-10,687
-31% -$1.15M 0.94% 17
2025
Q1 		$3.76M Sell
34,578
-593
-2% -$63.9K 1.45% 16
2024
Q4 		$3.76M Sell
35,171
-3,458
-9% -$378K 1.43% 15
2024
Q3 		$4.36M Sell
38,629
-1,172
-3% -$130K 1.66% 15
2024
Q2 		$4.26M Sell
39,801
-1,670
-4% -$178K 2.59% 12
2024
Q1 		$4.52M Sell
41,471
-75
-0.2% -$8.15K 1.87% 14
2023
Q4 		$4.6M Buy
+41,546
New +$4.33M 1.93% 14
2023
Q3 		– Sell
-5,322,867
Closed -$561M – 12
2023
Q2 		$49.2M Buy
5,322,867
+5,272,227
+10,411% +$570M 2.21% 12
2023
Q1 		$5.55M Sell
50,640
-993
-2% -$108K 2.56% 13
2022
Q4 		$5.44M Sell
51,633
-15,521
-23% -$1.62M 2.64% 13
2022
Q3 		$6.88M Sell
67,154
-62,497
-48% -$6.89M 3.62% 9
2022
Q2 		$14.3M Buy
+129,651
New +$14.6M 7.11% 8

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 $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
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 $45.6B AUM 18.83% 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 $6.19B AUM 16.5% 1-Year Est. Return

Bishop & Co Investment Management's LQD Position: Q1 2026 in Review

Bishop & Co Investment Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 22,142 shares — an estimated $2.44M sold.

Bishop & Co Investment Management first reported a position in LQD in Q2 2022 and held it in 14 quarters. The position peaked at $49.2M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Bishop & Co Investment Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Bishop & Co Investment Management sold 22,142 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.44M.
  • Bishop & Co Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and held it in 14 quarters.
  • Bishop & Co Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $49.2M in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bishop & Co Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.