Frank Rimerman Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Frank Rimerman 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 Q1	$3.06M	Sell	28,070 -916	-3%	-$101K	0.2%	83
2025 Q4	$3.19M	Hold	28,986	–	–	0.2%	85
2025 Q3	$3.23M	Sell	28,986 -89	-0.3%	-$9.78K	0.21%	74
2025 Q2	$3.19M	Sell	29,075 -238	-0.8%	-$25.5K	0.21%	75
2025 Q1	$3.19M	Hold	29,313	–	–	0.25%	66
2024 Q4	$3.13M	Buy	29,313 +1,117	+4%	+$122K	0.23%	71
2024 Q3	$3.19M	Hold	28,196	–	–	0.23%	74
2024 Q2	$3.02M	Sell	28,196 -190	-0.7%	-$20.3K	0.21%	81
2024 Q1	$3.09M	Sell	28,386 -819	-3%	-$89K	0.6%	24
2023 Q4	$3.23M	Buy	29,205 +10,165	+53%	+$1.06M	0.67%	22
2023 Q3	$1.94M	Sell	19,040 -960	-5%	-$101K	0.47%	30
2023 Q2	$2.16M	Hold	20,000	–	–	0.52%	29
2023 Q1	$2.19M	Hold	20,000	–	–	0.61%	29
2022 Q4	$2.11M	Sell	20,000 -1,754	-8%	-$184K	0.66%	25
2022 Q3	$2.23M	Sell	21,754 -243	-1%	-$26.8K	0.8%	20
2022 Q2	$2.42M	Sell	21,997 -10,504	-32%	-$1.19M	0.92%	22
2022 Q1	$3.93M	Sell	32,501 -5,878	-15%	-$733K	1.26%	15
2021 Q4	$5.09M	Sell	38,379 -8,975	-19%	-$1.19M	1.71%	13
2021 Q3	$6.3M	Buy	47,354 +574	+1%	+$77.6K	2.43%	9
2021 Q2	$6.29M	Sell	46,780 -1,406	-3%	-$185K	2.46%	8
2021 Q1	$6.27M	Sell	48,186 -12,985	-21%	-$1.73M	2.77%	8
2020 Q4	$8.45M	Buy	+61,171	New	+$8.33M	3.83%	6

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Frank Rimerman Advisors's LQD Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.2% in Q1 2026, selling an estimated $101K and leaving 28,070 shares worth $3.06M. The position accounts for 0.2% of the portfolio, ranked #83.

Frank Rimerman Advisors first reported a position in LQD in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.45M in Q4 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Frank Rimerman Advisors held 28,070 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.06M as of Q1 2026.
Frank Rimerman Advisors sold 916 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $101K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.2% of Frank Rimerman Advisors's portfolio in Q1 2026, its #83 holding.
Frank Rimerman Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.45M in Q4 2020.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.