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 Q2	$2.93M	Sell	26,879 -1,191	-4%	-$130K	0.17%	102
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 $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Frank Rimerman Advisors's LQD Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.2% in Q2 2026, selling an estimated $130K and leaving 26,879 shares worth $2.93M. The position accounts for 0.17% of the portfolio, ranked #102.

Frank Rimerman Advisors first reported a position in LQD in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.45M in Q4 2020. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Frank Rimerman Advisors held 26,879 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.93M as of Q2 2026.
Frank Rimerman Advisors sold 1,191 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $130K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of Frank Rimerman Advisors's portfolio in Q2 2026, its #102 holding.
Frank Rimerman Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Frank Rimerman Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.45M in Q4 2020.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.