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

Cresset 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	$645K	Buy	5,914 +2,213	+60%	+$241K	﹤0.01%	1069
2026 Q1	$403K	Sell	3,701 -4,664	-56%	-$514K	﹤0.01%	1158
2025 Q4	$922K	Sell	8,365 -1,734	-17%	-$193K	﹤0.01%	816
2025 Q3	$1.13M	Buy	10,099 +7,070	+233%	+$777K	﹤0.01%	705
2025 Q2	$332K	Sell	3,029 -2,351	-44%	-$252K	﹤0.01%	1095
2025 Q1	$585K	Buy	5,380 +208	+4%	+$22.4K	﹤0.01%	994
2024 Q4	$553K	Sell	5,172 -593	-10%	-$64.9K	﹤0.01%	1043
2024 Q3	$651K	Buy	5,765 +2,815	+95%	+$311K	﹤0.01%	1385
2024 Q2	$316K	Buy	2,950 +1,075	+57%	+$115K	﹤0.01%	1683
2024 Q1	$204K	Sell	1,875 -218	-10%	-$23.7K	﹤0.01%	1768
2023 Q4	$232K	Buy	+2,093	New	+$218K	﹤0.01%	1621
2022 Q3	–	Sell	-3,011	Closed	-$331K	–	927
2022 Q2	$331K	Buy	+3,011	New	+$340K	﹤0.01%	682
2019 Q2	–	Sell	-578	Closed	-$69K	–	1148
2019 Q1	$69K	Buy	578 +459	+386%	+$53.2K	﹤0.01%	675
2018 Q4	$13K	Buy	+119	New	+$13.4K	﹤0.01%	801

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

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

Cresset Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 60% in Q2 2026, buying an estimated $241K and bringing the position to 5,914 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Cresset Asset Management first reported a position in LQD in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Cresset Asset Management held 5,914 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $645K as of Q2 2026.
Cresset Asset Management bought 2,213 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $241K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1069 holding.
Cresset Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 14 quarters since.
Cresset Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.13M in Q3 2025.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.