Catherine Avery Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Catherine Avery 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 Q2	$1.85K	Buy	+17	New	+$1.85K	﹤0.01%	150
2026 Q1	–	Sell	-17	Closed	-$1.87K	–	130
2025 Q4	$1.87K	Hold	17	–	–	﹤0.01%	135
2025 Q3	$1.9K	Hold	17	–	–	﹤0.01%	137
2025 Q2	$1.86K	Hold	17	–	–	﹤0.01%	138
2025 Q1	$1.85K	Hold	17	–	–	﹤0.01%	136
2024 Q4	$1.82K	Buy	+17	New	+$1.86K	﹤0.01%	140

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

Catherine Avery Investment Management's LQD Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 17 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in LQD as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.9K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Catherine Avery Investment Management held 17 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.85K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Catherine Avery Investment Management position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #150 holding.
Catherine Avery Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Catherine Avery Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.9K in Q3 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.