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Empirical Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Empirical Asset Management’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 		$255K Buy
2,342
+6
+0.3% +$654 0.06% 355
2026
Q1 		$255K Buy
2,336
+1
+0% +$110 0.07% 322
2025
Q4 		$257K Sell
2,335
-247
-10% -$27.5K 0.07% 282
2025
Q3 		$288K Buy
2,582
+208
+9% +$22.9K 0.08% 295
2025
Q2 		$260K Sell
2,374
-466
-16% -$50K 0.08% 277
2025
Q1 		$309K Buy
2,840
+166
+6% +$17.9K 0.11% 248
2024
Q4 		$286K Buy
2,674
+48
+2% +$5.25K 0.09% 237
2024
Q3 		$297K Buy
2,626
+81
+3% +$8.96K 0.11% 236
2024
Q2 		$273K Buy
2,545
+66
+3% +$7.04K 0.1% 266
2024
Q1 		$270K Buy
2,479
+17
+0.7% +$1.85K 0.13% 214
2023
Q4 		$272K Buy
2,462
+3
+0.1% +$312 0.22% 145
2023
Q3 		$251K Sell
2,459
-1
-0% -$105 0.22% 133
2023
Q2 		$266K Buy
2,460
+19
+0.8% +$2.06K 0.24% 126
2023
Q1 		$268K Sell
2,441
-436
-15% -$47.2K 0.26% 117
2022
Q4 		$258K Buy
2,877
+421
+17% +$44.1K 0.27% 126
2022
Q3 		$252K Buy
2,456
+42
+2% +$4.63K 0.27% 122
2022
Q2 		$266K Hold
2,414
– – 0.28% 127
2022
Q1 		$292K Hold
2,414
– – 0.28% 115
2021
Q4 		$320K Buy
+2,414
New +$321K 0.31% 106

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Empirical Asset Management's LQD Position: Q2 2026 in Review

Empirical Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.26% in Q2 2026, buying an estimated $654 and bringing the position to 2,342 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #355.

Empirical Asset Management first reported a position in LQD in Q4 2021 and has held it in 19 quarters since. The position peaked at $320K in Q4 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Empirical Asset Management held 2,342 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $255K as of Q2 2026.
  • Empirical Asset Management bought 6 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $654.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Empirical Asset Management's portfolio in Q2 2026, its #355 holding.
  • Empirical Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Empirical Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $320K in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.