Gallagher Fiduciary Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Gallagher Fiduciary 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	$36.9M	Buy	338,060 +205,483	+155%	+$22.4M	1.21%	11
2026 Q1	$14.4M	Sell	132,577 -155,805	-54%	-$17.2M	0.56%	15
2025 Q4	$31.8M	Sell	288,382 -58,003	-17%	-$6.45M	1.03%	10
2025 Q3	$38.6M	Buy	346,385 +166,781	+93%	+$18.3M	1.42%	5
2025 Q2	$19.7M	Sell	179,604 -241,972	-57%	-$26M	0.76%	10
2025 Q1	$45.8M	Buy	421,576 +21,070	+5%	+$2.27M	1.51%	7
2024 Q4	$42.8M	Buy	400,506 +17,281	+5%	+$1.89M	8.38%	1
2024 Q3	$43.3M	Buy	+383,225	New	+$42.4M	8.77%	1

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

Gallagher Fiduciary Advisors's LQD Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 155% in Q2 2026, buying an estimated $22.4M and bringing the position to 338,060 shares worth $36.9M. The position accounts for 1.21% of the portfolio, ranked #11.

Gallagher Fiduciary Advisors first reported a position in LQD in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.8M in Q1 2025. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Gallagher Fiduciary Advisors held 338,060 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $36.9M as of Q2 2026.
Gallagher Fiduciary Advisors bought 205,483 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.4M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.21% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #11 holding.
Gallagher Fiduciary Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Gallagher Fiduciary Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $45.8M in Q1 2025.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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