Constellation Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Constellation Investments’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	$27.2M	Hold	249,317	–	–	0.85%	15
2026 Q1	$27.2M	Hold	249,317	–	–	0.9%	14
2025 Q4	$27.5M	Hold	249,317	–	–	0.85%	13
2025 Q3	$27.8M	Hold	249,317	–	–	1.3%	13
2025 Q2	$27.3M	Hold	249,317	–	–	1.26%	13
2025 Q1	$27.1M	Hold	249,317	–	–	1.29%	15
2024 Q4	$26.6M	Buy	+249,317	New	+$27.3M	1.21%	13

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

Constellation Investments's LQD Position: Q2 2026 in Review

Constellation Investments held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 249,317 shares worth $27.2M. The position accounts for 0.85% of the portfolio, ranked #15.

Constellation Investments first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.8M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Constellation Investments held 249,317 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $27.2M as of Q2 2026.
Constellation Investments left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.85% of Constellation Investments's portfolio in Q2 2026, its #15 holding.
Constellation Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Constellation Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $27.8M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.