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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
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 $1.37T 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

Costello Asset Management's LQD Position: Q1 2026 in Review

Costello Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.55% in Q1 2026, buying an estimated $221 and bringing the position to 367 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #264.

Costello Asset Management first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.3K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Costello Asset Management held 367 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $40K as of Q1 2026.
  • Costello Asset Management bought 2 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $221.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #264 holding.
  • Costello Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $40.3K in Q3 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.