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Broyhill Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Broyhill Asset 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
Q2 		$3.82M Sell
35,011
-2,500
-7% -$272K 3.4% 9
2026
Q1 		$4.09M Sell
37,511
-960
-2% -$106K 3.78% 6
2025
Q4 		$4.24M Buy
38,471
+20,549
+115% +$2.28M 3.73% 8
2025
Q3 		$2M Sell
17,922
-796
-4% -$87.5K 1.75% 21
2025
Q2 		$2.05M Sell
18,718
-3,508
-16% -$376K 1.86% 21
2025
Q1 		$2.42M Buy
22,226
+7,804
+54% +$841K 1.97% 19
2024
Q4 		$1.54M Buy
+14,422
New +$1.58M 1.36% 26

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Broyhill Asset Management's LQD Position: Q2 2026 in Review

Broyhill Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.7% in Q2 2026, selling an estimated $272K and leaving 35,011 shares worth $3.82M. The position accounts for 3.4% of the portfolio, ranked #9.

Broyhill Asset Management first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Broyhill Asset Management held 35,011 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.82M as of Q2 2026.
  • Broyhill Asset Management sold 2,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $272K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.4% of Broyhill Asset Management's portfolio in Q2 2026, its #9 holding.
  • Broyhill Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Broyhill Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.24M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.