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Estate Counselors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Estate Counselors’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
Q1 		$369K Buy
+3,385
New +$373K 0.03% 85
2020
Q1 		– Sell
-75,700
Closed -$9.69M – 131
2019
Q4 		$9.69M Sell
75,700
-56,820
-43% -$7.24M 1.42% 30
2019
Q3 		$16.9M Buy
132,520
+24,270
+22% +$3.06M 2.59% 13
2019
Q2 		$13.5M Buy
108,250
+80
+0.1% +$9.61K 2.1% 14
2019
Q1 		$12.9M Buy
108,170
+51,370
+90% +$5.95M 2.21% 16
2018
Q4 		$6.41M Buy
56,800
+10,370
+22% +$1.17M 1.3% 32
2018
Q3 		$5.34M Hold
46,430
– – 0.97% 36
2018
Q2 		$5.32M Sell
46,430
-51,740
-53% -$5.96M 1.01% 37
2018
Q1 		$11.5M Buy
98,170
+15,470
+19% +$1.83M 2.14% 19
2017
Q4 		$10.1M Buy
82,700
+2,050
+3% +$248K 2.01% 17
2017
Q3 		$9.78M Buy
80,650
+9,600
+14% +$1.16M 1.95% 22
2017
Q2 		$8.56M Sell
71,050
-34,320
-33% -$4.1M 1.94% 22
2017
Q1 		$12.4M Sell
105,370
-3,080
-3% -$362K 3.23% 8
2016
Q4 		$12.7M Buy
108,450
+29,620
+38% +$3.52M 3.51% 6
2016
Q3 		$9.71M Buy
78,830
+4,990
+7% +$615K 3.76% 7
2016
Q2 		$9.06M Buy
73,840
+35,190
+91% +$4.22M 3.61% 6
2016
Q1 		$4.59M Sell
38,650
-22,350
-37% -$2.57M 2.02% 19
2015
Q4 		$6.96M Buy
61,000
+10,000
+20% +$1.16M 2.84% 14
2015
Q3 		$5.91M Sell
51,000
-3,000
-6% -$347K 2.38% 16
2015
Q2 		$6.25M Hold
54,000
– – 2.17% 18
2015
Q1 		$6.57M Buy
+54,000
New +$6.55M 2.34% 18
2014
Q1 		– Sell
-29,510
Closed -$3.37M – 57
2013
Q4 		$3.37M Sell
29,510
-6,220
-17% -$710K 1.5% 22
2013
Q3 		$4.06M Sell
35,730
-1,400
-4% -$158K 1.88% 20
2013
Q2 		$4.22M Buy
+37,130
New +$4.42M 2.14% 17

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Estate Counselors's LQD Position: Q1 2026 in Review

Estate Counselors opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026: 3,385 shares worth $369K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings. This is a return to the name: Estate Counselors previously reported a position in LQD as recently as Q4 2019.

Estate Counselors first reported a position in LQD in Q2 2013 and has held it in 24 quarters since. The position peaked at $16.9M in Q3 2019. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Estate Counselors held 3,385 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $369K as of Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Estate Counselors position in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Estate Counselors's portfolio in Q1 2026, its #85 holding.
  • Estate Counselors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 24 quarters since.
  • Estate Counselors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16.9M in Q3 2019.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.