Edgestream Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Edgestream Partners’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	$16.5M	Buy	151,037 +102,156	+209%	+$11.1M	0.49%	4
2026 Q1	$5.33M	Sell	48,881 -197,555	-80%	-$21.8M	0.17%	217
2025 Q4	$27.2M	Sell	246,436 -40,376	-14%	-$4.49M	0.76%	4
2025 Q3	$32M	Buy	+286,812	New	+$31.5M	0.93%	4
2025 Q2	–	Sell	-58,062	Closed	-$6.31M	–	977
2025 Q1	$6.31M	Buy	+58,062	New	+$6.26M	0.21%	162
2024 Q4	–	Sell	-11,476	Closed	-$1.3M	–	991
2024 Q3	$1.3M	Sell	11,476 -70,319	-86%	-$7.78M	0.06%	517
2024 Q2	$8.76M	Buy	81,795 +54,205	+196%	+$5.79M	0.42%	24
2024 Q1	$3.01M	Sell	27,590 -38,889	-58%	-$4.23M	0.15%	231
2023 Q4	$7.36M	Sell	66,479 -42,092	-39%	-$4.38M	0.53%	8
2023 Q3	$11.1M	Buy	+108,571	New	+$11.4M	0.88%	6

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

Edgestream Partners's LQD Position: Q2 2026 in Review

Edgestream Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 209% in Q2 2026, buying an estimated $11.1M and bringing the position to 151,037 shares worth $16.5M. The position accounts for 0.49% of the portfolio, ranked #4.

Edgestream Partners first reported a position in LQD in Q3 2023 and has held it in 10 quarters since. The position peaked at $32M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Edgestream Partners held 151,037 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $16.5M as of Q2 2026.
Edgestream Partners bought 102,156 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.1M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.49% of Edgestream Partners's portfolio in Q2 2026, its #4 holding.
Edgestream Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
Edgestream Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $32M in Q3 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.