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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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Eclectic Associates's LQD Position: Q2 2026 in Review

Eclectic Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.5% in Q2 2026, buying an estimated $119K and bringing the position to 32,358 shares worth $3.53M. The position accounts for 0.4% of the portfolio, ranked #44.

Eclectic Associates first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Eclectic Associates held 32,358 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.53M as of Q2 2026.
  • Eclectic Associates bought 1,088 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.4% of Eclectic Associates's portfolio in Q2 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 3 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.