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First Foundation Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

First Foundation Advisors’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 		$11M Buy
100,442
+37,662
+60% +$4.1M 0.39% 47
2026
Q1 		$6.84M Sell
62,780
-1,675
-3% -$185K 0.28% 63
2025
Q4 		$7.1M Sell
64,455
-247
-0.4% -$27.5K 0.27% 63
2025
Q3 		$7.21M Sell
64,702
-709
-1% -$77.9K 0.27% 61
2025
Q2 		$7.17M Sell
65,411
-1,937
-3% -$208K 0.27% 63
2025
Q1 		$7.32M Sell
67,348
-262,699
-80% -$28.3M 0.3% 58
2024
Q4 		$35.3M Buy
330,047
+29,436
+10% +$3.22M 1.33% 16
2024
Q3 		$34M Buy
300,611
+36,918
+14% +$4.08M 1.28% 17
2024
Q2 		$28.2M Buy
263,693
+11,883
+5% +$1.27M 1.08% 19
2024
Q1 		$27.4M Buy
251,810
+128,165
+104% +$13.9M 1.1% 19
2023
Q4 		$13.7M Buy
123,645
+1,097
+0.9% +$114K 0.62% 41
2023
Q3 		$12.5M Buy
122,548
+44,844
+58% +$4.73M 0.58% 47
2023
Q2 		$8.4M Buy
+77,704
New +$8.4M 0.36% 64
2022
Q1 		– Sell
-1,975
Closed -$262K – 444
2021
Q4 		$262K Sell
1,975
-3,190
-62% -$424K 0.01% 362
2021
Q3 		$687K Sell
5,165
-188
-4% -$25.4K 0.03% 238
2021
Q2 		$719K Sell
5,353
-124
-2% -$16.3K 0.03% 242
2021
Q1 		$712K Sell
5,477
-2,366
-30% -$315K 0.03% 234
2020
Q4 		$1.08M Sell
7,843
-1,894
-19% -$258K 0.05% 181
2020
Q3 		$1.31M Buy
9,737
+2,104
+28% +$287K 0.06% 155
2020
Q2 		$1.03M Buy
+7,633
New +$993K 0.05% 169
2018
Q2 		– Sell
-2,994
Closed -$351K – 341
2018
Q1 		$351K Buy
2,994
+57
+2% +$6.73K 0.02% 247
2017
Q4 		$357K Buy
2,937
+124
+4% +$15K 0.02% 253
2017
Q3 		$341K Hold
2,813
– – 0.02% 236
2017
Q2 		$339K Sell
2,813
-655
-19% -$78.3K 0.02% 241
2017
Q1 		$409K Buy
3,468
+114
+3% +$13.4K 0.03% 229
2016
Q4 		$393K Buy
+3,354
New +$399K 0.03% 230
2015
Q2 		– Sell
-4,341
Closed -$528K – 258
2015
Q1 		$528K Buy
+4,341
New +$526K 0.04% 140
2014
Q1 		– Sell
-4,814
Closed -$550K – 205
2013
Q4 		$550K Buy
+4,814
New +$550K 0.07% 92

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

First Foundation Advisors's LQD Position: Q2 2026 in Review

First Foundation Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 60% in Q2 2026, buying an estimated $4.1M and bringing the position to 100,442 shares worth $11M. The position accounts for 0.39% of the portfolio, ranked #47.

First Foundation Advisors first reported a position in LQD in Q4 2013 and has held it in 28 quarters since. The position peaked at $35.3M in Q4 2024. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • First Foundation Advisors held 100,442 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11M as of Q2 2026.
  • First Foundation Advisors bought 37,662 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.1M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.39% of First Foundation Advisors's portfolio in Q2 2026, its #47 holding.
  • First Foundation Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 28 quarters since.
  • First Foundation Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.3M in Q4 2024.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.