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

Disciplined 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
Q1 		$1.37M Sell
12,565
-21
-0.2% -$2.31K 0.49% 49
2025
Q4 		$1.39M Sell
12,586
-684
-5% -$76K 0.53% 47
2025
Q3 		$1.48M Sell
13,270
-83
-0.6% -$9.12K 0.59% 48
2025
Q2 		$1.46M Sell
13,353
-71
-0.5% -$7.62K 0.62% 48
2025
Q1 		$1.46M Buy
13,424
+1,681
+14% +$181K 0.67% 43
2024
Q4 		$1.25M Buy
11,743
+1,162
+11% +$127K 0.62% 48
2024
Q3 		$1.2M Buy
10,581
+6,914
+189% +$765K 0.59% 50
2024
Q2 		$393K Buy
3,667
+283
+8% +$30.2K 0.21% 86
2024
Q1 		$369K Buy
+3,384
New +$368K 0.2% 86
2023
Q3 		– Sell
-1,632
Closed -$176K – 923
2023
Q2 		$176K Sell
1,632
-324
-17% -$35K 0.09% 119
2023
Q1 		$214K Buy
1,956
+4
+0.2% +$433 0.09% 123
2022
Q4 		$206K Sell
1,952
-392
-17% -$41K 0.1% 112
2022
Q3 		$240K Buy
2,344
+5
+0.2% +$551 0.11% 118
2022
Q2 		$257K Buy
2,339
+220
+10% +$24.8K 0.12% 120
2022
Q1 		$256K Buy
2,119
+116
+6% +$14.5K 0.11% 115
2021
Q4 		$265K Buy
2,003
+5
+0.3% +$665 0.12% 107
2021
Q3 		$266K Buy
1,998
+12
+0.6% +$1.62K 0.13% 106
2021
Q2 		$267K Sell
1,986
-5,700
-74% -$751K 0.14% 104
2021
Q1 		$1M Buy
7,686
+27
+0.4% +$3.59K 0.59% 49
2020
Q4 		$1.06M Buy
7,659
+249
+3% +$33.9K 0.71% 40
2020
Q3 		$998K Sell
7,410
-2,147
-22% -$293K 0.74% 39
2020
Q2 		$1.28M Sell
9,557
-18
-0.2% -$2.34K 1% 31
2020
Q1 		$1.18M Buy
9,575
+7,596
+384% +$968K 1.13% 25
2019
Q4 		$253K Buy
+1,979
New +$252K 0.21% 76

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

Disciplined Investments's LQD Position: Q1 2026 in Review

Disciplined Investments reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.17% in Q1 2026, selling an estimated $2.31K and leaving 12,565 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #49.

Disciplined Investments first reported a position in LQD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.48M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Disciplined Investments held 12,565 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.37M as of Q1 2026.
  • Disciplined Investments sold 21 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.31K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.49% of Disciplined Investments's portfolio in Q1 2026, its #49 holding.
  • Disciplined Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Disciplined Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.48M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.