Brookwood Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Brookwood Investment Group’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	$3.69M	Buy	33,877 +12,376	+58%	+$1.35M	0.42%	49
2026 Q1	$2.34M	Sell	21,501 -151,063	-88%	-$16.7M	0.29%	81
2025 Q4	$19M	Buy	172,564 +153,499	+805%	+$17.1M	2.28%	8
2025 Q3	$2.13M	Buy	19,065 +82	+0.4%	+$9.01K	0.27%	64
2025 Q2	$2.08M	Buy	18,983 +436	+2%	+$46.8K	0.34%	47
2025 Q1	$2.02M	Buy	+18,547	New	+$2M	0.35%	45

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

Brookwood Investment Group's LQD Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 58% in Q2 2026, buying an estimated $1.35M and bringing the position to 33,877 shares worth $3.69M. The position accounts for 0.42% of the portfolio, ranked #49.

Brookwood Investment Group first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $19M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Brookwood Investment Group held 33,877 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.69M as of Q2 2026.
Brookwood Investment Group bought 12,376 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.35M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.42% of Brookwood Investment Group's portfolio in Q2 2026, its #49 holding.
Brookwood Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $19M in Q4 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.