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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Diversified Enterprises's LQD Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q1 2026, selling an estimated $75.7K and leaving 6,089 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #198.

Diversified Enterprises first reported a position in LQD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Diversified Enterprises held 6,089 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $664K as of Q1 2026.
Diversified Enterprises sold 687 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $75.7K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Diversified Enterprises's portfolio in Q1 2026, its #198 holding.
Diversified Enterprises first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.