Duncker Streett & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.53M Buy
23,224
+185
+0.8% +$20.4K 0.48% 50
2025
Q4
$2.54M Sell
23,039
-400
-2% -$44.5K 0.45% 55
2025
Q3
$2.61M Sell
23,439
-234
-1% -$25.7K 0.46% 52
2025
Q2
$2.59M Sell
23,673
-598
-2% -$64.2K 0.47% 54
2025
Q1
$2.64M Sell
24,271
-21
-0.1% -$2.26K 0.52% 51
2024
Q4
$2.6M Sell
24,292
-1,986
-8% -$217K 0.48% 55
2024
Q3
$2.97M Sell
26,278
-130
-0.5% -$14.4K 0.54% 56
2024
Q2
$2.83M Sell
26,408
-357
-1% -$38.1K 0.54% 55
2024
Q1
$2.92M Sell
26,765
-1,992
-7% -$216K 0.58% 52
2023
Q4
$3.18M Sell
28,757
-1,054
-4% -$110K 0.67% 46
2023
Q3
$3.04M Sell
29,811
-505
-2% -$53.2K 0.71% 48
2023
Q2
$3.28M Buy
30,316
+198
+0.7% +$21.4K 0.73% 42
2023
Q1
$3.3M Sell
30,118
-760
-2% -$82.3K 0.79% 41
2022
Q4
$3.26M Sell
30,878
-2,960
-9% -$310K 0.79% 41
2022
Q3
$3.47M Sell
33,838
-285
-0.8% -$31.4K 0.9% 33
2022
Q2
$3.75M Sell
34,123
-87
-0.3% -$9.82K 0.9% 32
2022
Q1
$4.14M Sell
34,210
-3,492
-9% -$436K 0.82% 35
2021
Q4
$5M Sell
37,702
-2,055
-5% -$273K 0.86% 28
2021
Q3
$5.29M Sell
39,757
-540
-1% -$73K 1% 21
2021
Q2
$5.41M Sell
40,297
-3,869
-9% -$510K 1% 20
2021
Q1
$5.74M Sell
44,166
-599
-1% -$79.7K 1.1% 16
2020
Q4
$6.18M Sell
44,765
-520
-1% -$70.8K 1.2% 14
2020
Q3
$6.1M Buy
45,285
+976
+2% +$133K 1.33% 10
2020
Q2
$5.96M Buy
44,309
+6,984
+19% +$908K 1.42% 10
2020
Q1
$4.61M Buy
37,325
+3,701
+11% +$472K 1.23% 15
2019
Q4
$4.3M Buy
33,624
+2,078
+7% +$265K 0.9% 29
2019
Q3
$4.02M Buy
31,546
+498
+2% +$62.7K 0.94% 27
2019
Q2
$3.86M Sell
31,048
-460
-1% -$55.2K 0.87% 29
2019
Q1
$3.75M Buy
31,508
+2,695
+9% +$312K 0.86% 26
2018
Q4
$3.25M Sell
28,813
-944
-3% -$106K 0.87% 26
2018
Q3
$3.42M Sell
29,757
-364
-1% -$42K 0.78% 33
2018
Q2
$3.45M Buy
30,121
+592
+2% +$68.2K 0.86% 23
2018
Q1
$3.47M Buy
29,529
+328
+1% +$38.7K 0.88% 23
2017
Q4
$3.55M Buy
29,201
+951
+3% +$115K 0.91% 22
2017
Q3
$3.42M Buy
28,250
+9,074
+47% +$1.1M 1.04% 17
2017
Q2
$2.31M Buy
19,176
+293
+2% +$35K 0.72% 40
2017
Q1
$2.23M Buy
18,883
+234
+1% +$27.5K 0.7% 41
2016
Q4
$2.19M Buy
18,649
+1,505
+9% +$179K 0.73% 40
2016
Q3
$2.11M Buy
17,144
+83
+0.5% +$10.2K 0.73% 38
2016
Q2
$2.09M Buy
17,061
+679
+4% +$81.4K 0.74% 37
2016
Q1
$1.95M Buy
16,382
+2,035
+14% +$234K 0.72% 37
2015
Q4
$1.64M Buy
14,347
+1,163
+9% +$134K 0.61% 46
2015
Q3
$1.53M Buy
13,184
+811
+7% +$93.8K 0.6% 48
2015
Q2
$1.43M Buy
12,373
+11
+0.1% +$1.3K 0.5% 56
2015
Q1
$1.5M Buy
12,362
+1,109
+10% +$134K 0.49% 58
2014
Q4
$1.34M Buy
11,253
+430
+4% +$51.2K 0.44% 66
2014
Q3
$1.28M Buy
10,823
+1,005
+10% +$119K 0.44% 68
2014
Q2
$1.17M Buy
9,818
+1,007
+11% +$119K 0.38% 79
2014
Q1
$1.03M Buy
8,811
+2,007
+29% +$233K 0.36% 82
2013
Q4
$777K Buy
6,804
+8
+0.1% +$914 0.28% 104
2013
Q3
$772K Sell
6,796
-13,988
-67% -$1.58M 0.31% 96
2013
Q2
$2.36M Buy
+20,784
New +$2.47M 0.9% 22

Other funds holding LQD

Duncker Streett & Co's LQD Position: Q1 2026 in Review

Duncker Streett & Co increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.8% in Q1 2026, buying an estimated $20.4K and bringing the position to 23,224 shares worth $2.53M. The position accounts for 0.48% of the portfolio, ranked #50.

Duncker Streett & Co first reported a position in LQD in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.18M in Q4 2020. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Duncker Streett & Co held 23,224 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.53M as of Q1 2026.
  • Duncker Streett & Co bought 185 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $20.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.48% of Duncker Streett & Co's portfolio in Q1 2026, its #50 holding.
  • Duncker Streett & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Duncker Streett & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.18M in Q4 2020.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.