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Choreo LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Choreo LLC’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
Q1 		$906K Sell
8,316
-508
-6% -$56K 0.01% 654
2025
Q4 		$977K Sell
8,824
-1,550
-15% -$172K 0.01% 612
2025
Q3 		$1.16M Sell
10,374
-739
-7% -$81.2K 0.02% 548
2025
Q2 		$1.22M Sell
11,113
-4,928
-31% -$529K 0.02% 515
2025
Q1 		$1.74M Sell
16,041
-1,334
-8% -$144K 0.03% 365
2024
Q4 		$1.86M Sell
17,375
-344
-2% -$37.6K 0.03% 372
2024
Q3 		$2.01M Sell
17,719
-969
-5% -$107K 0.03% 353
2024
Q2 		$1.98M Buy
18,688
+1,178
+7% +$126K 0.03% 327
2024
Q1 		$1.91M Sell
17,510
-7
-0% -$761 0.05% 184
2023
Q4 		$1.94M Sell
17,517
-6,596
-27% -$687K 0.05% 181
2023
Q3 		$2.46M Buy
24,113
+1,969
+9% +$208K 0.09% 126
2023
Q2 		$2.39M Buy
22,144
+9,304
+72% +$1.01M 0.08% 136
2023
Q1 		$1.41M Buy
+12,840
New +$1.39M 0.05% 177
2020
Q2 		– Sell
-1,696
Closed -$209K – 190
2020
Q1 		$209K Sell
1,696
-1,034
-38% -$132K 0.03% 162
2019
Q4 		$349K Buy
+2,730
New +$348K 0.03% 143
2018
Q2 		– Sell
-2,699
Closed -$317K – 257
2018
Q1 		$317K Buy
2,699
+231
+9% +$27.3K 0.04% 207
2017
Q4 		$300K Sell
2,468
-431
-15% -$52.1K 0.04% 221
2017
Q3 		$351K Buy
2,899
+15
+0.5% +$1.81K 0.05% 198
2017
Q2 		$348K Sell
2,884
-336
-10% -$40.2K 0.05% 188
2017
Q1 		$380K Buy
+3,220
New +$378K 0.06% 179

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Choreo LLC's LQD Position: Q1 2026 in Review

Choreo LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.8% in Q1 2026, selling an estimated $56K and leaving 8,316 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #654.

Choreo LLC first reported a position in LQD in Q1 2017 and has held it in 20 quarters since. The position peaked at $2.46M in Q3 2023. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Choreo LLC held 8,316 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $906K as of Q1 2026.
  • Choreo LLC sold 508 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $56K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #654 holding.
  • Choreo LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 20 quarters since.
  • Choreo LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.46M in Q3 2023.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.