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Costello Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Costello Asset 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 		$40.3K Buy
370
+3
+0.8% +$327 0.01% 282
2026
Q1 		$40K Buy
367
+2
+0.5% +$221 0.01% 264
2025
Q4 		$40.3K Buy
365
+3
+0.8% +$334 0.01% 264
2025
Q3 		$40.3K Buy
362
+3
+0.8% +$330 0.01% 270
2025
Q2 		$39.4K Buy
359
+2
+0.6% +$215 0.01% 269
2025
Q1 		$38.8K Buy
+357
New +$38.5K 0.02% 261

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

Costello Asset Management's LQD Position: Q2 2026 in Review

Costello Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.82% in Q2 2026, buying an estimated $327 and bringing the position to 370 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #282.

Costello Asset Management first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.3K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Costello Asset Management held 370 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $40.3K as of Q2 2026.
  • Costello Asset Management bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $327.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #282 holding.
  • Costello Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $40.3K 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 Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.