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

Diversified Portfolios Inc’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	$429K	Buy	+3,931	New	+$428K	0.03%	152
2020 Q1	–	Sell	-1,891	Closed	-$242K	–	61
2019 Q4	$242K	Buy	+1,891	New	+$241K	0.11%	56
2018 Q2	–	Sell	-2,053	Closed	-$241K	–	50
2018 Q1	$241K	Hold	2,053	–	–	0.14%	44
2017 Q4	$250K	Hold	2,053	–	–	0.14%	46
2017 Q3	$249K	Sell	2,053 -100	-5%	-$12.1K	0.14%	47
2017 Q2	$259K	Hold	2,153	–	–	0.15%	39
2017 Q1	$254K	Hold	2,153	–	–	0.15%	40
2016 Q4	$252K	Sell	2,153 -27	-1%	-$3.21K	0.16%	39
2016 Q3	$268K	Hold	2,180	–	–	0.17%	34
2016 Q2	$268K	Hold	2,180	–	–	0.17%	38
2016 Q1	$259K	Hold	2,180	–	–	0.16%	37
2015 Q4	$249K	Sell	2,180 -972	-31%	-$112K	0.16%	39
2015 Q3	$366K	Hold	3,152	–	–	0.24%	30
2015 Q2	$365K	Sell	3,152 -1,299	-29%	-$154K	0.23%	31
2015 Q1	$542K	Hold	4,451	–	–	0.34%	26
2014 Q4	$532K	Buy	+4,451	New	+$530K	0.32%	34

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 Portfolios Inc's LQD Position: Q2 2026 in Review

Diversified Portfolios Inc opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 3,931 shares worth $429K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Diversified Portfolios Inc previously reported a position in LQD as recently as Q4 2019.

Diversified Portfolios Inc first reported a position in LQD in Q4 2014 and has held it in 16 quarters since. The position peaked at $542K in Q1 2015. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Diversified Portfolios Inc held 3,931 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $429K as of Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Diversified Portfolios Inc position in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #152 holding.
Diversified Portfolios Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 16 quarters since.
Diversified Portfolios Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $542K in Q1 2015.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.