EC
LQD icon

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
Q2 		$6.51M Buy
59,695
+56,310
+1,664% +$6.14M 0.56% 28
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 $1.55T 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

Estate Counselors's LQD Position: Q2 2026 in Review

Estate Counselors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1,664% in Q2 2026, buying an estimated $6.14M and bringing the position to 59,695 shares worth $6.51M. The position accounts for 0.56% of the portfolio, ranked #28.

Estate Counselors first reported a position in LQD in Q2 2013 and has held it in 25 quarters since. The position peaked at $16.9M in Q3 2019. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Estate Counselors held 59,695 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.51M as of Q2 2026.
  • Estate Counselors bought 56,310 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.14M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.56% of Estate Counselors's portfolio in Q2 2026, its #28 holding.
  • Estate Counselors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • Estate Counselors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $16.9M in Q3 2019.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.