Eclectic Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Eclectic Associates’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	$3.31M	Buy	32,361 +3	+0%	+$318	0.37%	44
2026 Q2	$3.53M	Buy	32,358 +1,088	+3%	+$119K	0.4%	44
2026 Q1	$3.41M	Buy	31,270 +13,443	+75%	+$1.48M	0.45%	44
2025 Q4	$1.96M	Buy	+17,827	New	+$1.98M	0.31%	56

Other funds holding LQD

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

Eclectic Associates's LQD Position: Q3 2026 in Review

Eclectic Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.01% in Q3 2026, buying an estimated $318 and bringing the position to 32,361 shares worth $3.31M. The position accounts for 0.37% of the portfolio, ranked #44.

Eclectic Associates first reported a position in LQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.53M in Q2 2026. 187 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Eclectic Associates held 32,361 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.31M as of Q3 2026.
Eclectic Associates bought 3 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $318.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.37% of Eclectic Associates's portfolio in Q3 2026, its #44 holding.
Eclectic Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Eclectic Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.53M in Q2 2026.
187 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.