Emerald Investment Advisers’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
Q2
$343K Buy
3,148
+844
+37% +$92K 0.02% 248
2026
Q1
$251K Buy
+2,304
New +$254K 0.02% 243

Other funds holding LQD

Emerald Investment Advisers's LQD Position: Q2 2026 in Review

Emerald Investment Advisers increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 37% in Q2 2026, buying an estimated $92K and bringing the position to 3,148 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #248.

Emerald Investment Advisers first reported a position in LQD in Q1 2026 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Emerald Investment Advisers held 3,148 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $343K as of Q2 2026.
  • Emerald Investment Advisers bought 844 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $92K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Emerald Investment Advisers's portfolio in Q2 2026, its #248 holding.
  • Emerald Investment Advisers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.