Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Envestnet Portfolio Solutions’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 		$33.7M Sell
309,351
-18,534
-6% -$2.02M 0.16% 96
2026
Q1 		$35.7M Sell
327,885
-84,758
-21% -$9.34M 0.2% 76
2025
Q4 		$45.5M Buy
412,643
+16,137
+4% +$1.79M 0.16% 77
2025
Q3 		$44.2M Buy
396,506
+68,483
+21% +$7.53M 0.16% 80
2025
Q2 		$36M Sell
328,023
-47,776
-13% -$5.13M 0.13% 84
2025
Q1 		$40.8M Sell
375,799
-81,657
-18% -$8.8M 0.16% 78
2024
Q4 		$48.9M Buy
457,456
+50,306
+12% +$5.5M 0.16% 76
2024
Q3 		$46M Sell
407,150
-10,467
-3% -$1.16M 0.15% 75
2024
Q2 		$44.7M Sell
417,617
-249,295
-37% -$26.6M 0.16% 76
2024
Q1 		$72.6M Sell
666,912
-700,050
-51% -$76.1M 0.27% 53
2023
Q4 		$151M Buy
1,366,962
+319,522
+31% +$33.3M 0.63% 39
2023
Q3 		$107M Buy
+1,047,440
New +$110M 0.51% 39

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

Envestnet Portfolio Solutions's LQD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.7% in Q2 2026, selling an estimated $2.02M and leaving 309,351 shares worth $33.7M. The position accounts for 0.16% of the portfolio, ranked #96.

Envestnet Portfolio Solutions first reported a position in LQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $151M in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Envestnet Portfolio Solutions held 309,351 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $33.7M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 18,534 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.02M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #96 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $151M in Q4 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.