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WELLINGTON-ALTUS USA INC.’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$91.4K Hold
839
– – 0.07% 227
2026
Q1 		$91.5K Hold
839
– – 0.05% 259
2025
Q4 		$92.4K Buy
+839
New +$93.3K 0.07% 213

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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

WELLINGTON-ALTUS USA INC.'s LQD Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 839 shares worth $91.4K. The position accounts for 0.07% of the portfolio, ranked #227.

WELLINGTON-ALTUS USA INC. first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $92.4K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 839 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $91.4K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #227 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $92.4K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.