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Chesley Taft & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Chesley Taft & Associates’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 		– Sell
-2,523
Closed -$275K – 380
2026
Q1 		$275K Sell
2,523
-550
-18% -$60.6K 0.01% 332
2025
Q4 		$339K Buy
3,073
+395
+15% +$43.9K 0.01% 314
2025
Q3 		$299K Buy
+2,678
New +$294K 0.01% 309
2025
Q2 		– Sell
-14,838
Closed -$1.61M – 340
2025
Q1 		$1.61M Buy
14,838
+455
+3% +$49K 0.08% 160
2024
Q4 		$1.54M Buy
14,383
+125
+0.9% +$13.7K 0.07% 164
2024
Q3 		$1.61M Buy
14,258
+90
+0.6% +$9.96K 0.08% 156
2024
Q2 		$1.52M Buy
14,168
+245
+2% +$26.1K 0.08% 155
2024
Q1 		$1.52M Buy
13,923
+60
+0.4% +$6.52K 0.08% 156
2023
Q4 		$1.53M Buy
13,863
+1,488
+12% +$155K 0.09% 151
2023
Q3 		$1.26M Buy
+12,375
New +$1.3M 0.08% 155
2018
Q3 		– Sell
-6,540
Closed -$749K – 285
2018
Q2 		$749K Sell
6,540
-250
-4% -$28.8K 0.06% 193
2018
Q1 		$797K Hold
6,790
– – 0.07% 179
2017
Q4 		$825K Sell
6,790
-25
-0.4% -$3.02K 0.07% 188
2017
Q3 		$826K Buy
6,815
+300
+5% +$36.3K 0.07% 187
2017
Q2 		$785K Buy
6,515
+500
+8% +$59.8K 0.07% 190
2017
Q1 		$709K Buy
6,015
+80
+1% +$9.39K 0.07% 197
2016
Q4 		$695K Sell
5,935
-75
-1% -$8.91K 0.07% 191
2016
Q3 		$740K Buy
6,010
+1,200
+25% +$148K 0.07% 172
2016
Q2 		$590K Buy
4,810
+110
+2% +$13.2K 0.06% 192
2016
Q1 		$558K Buy
4,700
+500
+12% +$57.5K 0.06% 186
2015
Q4 		$479K Buy
+4,200
New +$486K 0.05% 198
2014
Q1 		– Sell
-4,925
Closed -$562K – 270
2013
Q4 		$562K Buy
4,925
+150
+3% +$17.1K 0.06% 206
2013
Q3 		$542K Sell
4,775
-725
-13% -$82K 0.06% 204
2013
Q2 		$625K Buy
+5,500
New +$654K 0.07% 188

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Chesley Taft & Associates's LQD Position: Q2 2026 in Review

Chesley Taft & Associates sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,523 shares — an estimated $275K sold.

Chesley Taft & Associates first reported a position in LQD in Q2 2013 and held it in 24 quarters. The position peaked at $1.61M in Q1 2025. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Chesley Taft & Associates reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 2,523 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $275K.
  • Chesley Taft & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 24 quarters.
  • Chesley Taft & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.61M in Q1 2025.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.