Diversified Enterprises’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Diversified Enterprises’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 Q3	$643K	Buy	6,296 +567	+10%	+$60.1K	0.03%	233
2026 Q2	$625K	Sell	5,729 -360	-6%	-$39.2K	0.03%	216
2026 Q1	$664K	Sell	6,089 -687	-10%	-$75.7K	0.04%	198
2025 Q4	$747K	Sell	6,776 -1,589	-19%	-$177K	0.04%	163
2025 Q3	$932K	Buy	8,365 +396	+5%	+$43.5K	0.06%	109
2025 Q2	$873K	Sell	7,969 -3,293	-29%	-$353K	0.07%	105
2025 Q1	$1.22M	Sell	11,262 -377	-3%	-$40.6K	0.1%	78
2024 Q4	$1.24M	Buy	11,639 +1,145	+11%	+$125K	0.12%	67
2024 Q3	$1.19M	Buy	+10,494	New	+$1.16M	0.13%	69

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Diversified Enterprises's LQD Position: Q3 2026 in Review

Diversified Enterprises increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.9% in Q3 2026, buying an estimated $60.1K and bringing the position to 6,296 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #233.

Diversified Enterprises first reported a position in LQD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2024. 423 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Diversified Enterprises held 6,296 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $643K as of Q3 2026.
Diversified Enterprises bought 567 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $60.1K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #233 holding.
Diversified Enterprises first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2024.
423 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.