Cerity Partners
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Cerity Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cerity Partners’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 		$20.1M Buy
184,691
+5,594
+3% +$610K 0.02% 487
2026
Q1 		$19.5M Buy
179,097
+50,677
+39% +$5.59M 0.03% 456
2025
Q4 		$14.2M Buy
128,420
+57,305
+81% +$6.37M 0.02% 513
2025
Q3 		$7.93M Buy
71,115
+9,485
+15% +$1.04M 0.01% 675
2025
Q2 		$6.76M Buy
61,630
+21,976
+55% +$2.36M 0.01% 685
2025
Q1 		$4.31M Buy
39,654
+11,208
+39% +$1.21M 0.01% 785
2024
Q4 		$3.04M Sell
28,446
-14,548
-34% -$1.59M 0.01% 926
2024
Q3 		$4.86M Buy
42,994
+2,051
+5% +$227K 0.01% 703
2024
Q2 		$4.39M Buy
40,943
+1,131
+3% +$121K 0.01% 646
2024
Q1 		$4.34M Sell
39,812
-210
-0.5% -$22.8K 0.01% 683
2023
Q4 		$4.43M Buy
40,022
+8,683
+28% +$904K 0.01% 564
2023
Q3 		$3.2M Sell
31,339
-79,826
-72% -$8.42M 0.02% 495
2023
Q2 		$12M Sell
111,165
-13,463
-11% -$1.46M 0.05% 324
2023
Q1 		$14.6M Buy
124,628
+2,560
+2% +$277K 0.03% 294
2022
Q4 		$12.9M Buy
122,068
+36,738
+43% +$3.85M 0.08% 223
2022
Q3 		$8.74M Buy
85,330
+375
+0.4% +$41.3K 0.11% 174
2022
Q2 		$9.35M Sell
84,955
-33,759
-28% -$3.81M 0.1% 173
2022
Q1 		$14.4M Buy
118,714
+16,115
+16% +$2.01M 0.22% 88
2021
Q4 		$13.6M Buy
102,599
+5,656
+6% +$752K 0.21% 95
2021
Q3 		$12.9M Buy
96,943
+15,606
+19% +$2.11M 0.28% 78
2021
Q2 		$10.9M Sell
81,337
-8,033
-9% -$1.06M 0.24% 84
2021
Q1 		$11.6M Buy
89,370
+37,282
+72% +$4.96M 0.28% 75
2020
Q4 		$7.2M Buy
+52,088
New +$7.09M 0.23% 102
2020
Q3 		– Sell
-28,350
Closed -$3.81M – 514
2020
Q2 		$3.81M Buy
+28,350
New +$3.69M 0.21% 94

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

Cerity Partners's LQD Position: Q2 2026 in Review

Cerity Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.1% in Q2 2026, buying an estimated $610K and bringing the position to 184,691 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #487.

Cerity Partners first reported a position in LQD in Q2 2020 and has held it in 24 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cerity Partners held 184,691 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $20.1M as of Q2 2026.
  • Cerity Partners bought 5,594 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $610K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #487 holding.
  • Cerity Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.