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 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

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

Diversified Enterprises's LQD Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.9% in Q2 2026, selling an estimated $39.2K and leaving 5,729 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #216.

Diversified Enterprises first reported a position in LQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Diversified Enterprises held 5,729 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $625K as of Q2 2026.
Diversified Enterprises sold 360 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $39.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #216 holding.
Diversified Enterprises first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2024.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.