Glass Jacobson Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Glass Jacobson Investment 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	$207K	Buy	1,899 +10	+0.5%	+$1.1K	0.07%	183
2025 Q4	$208K	Buy	1,889 +288	+18%	+$32K	0.07%	181
2025 Q3	$178K	Buy	1,601 +43	+3%	+$4.73K	0.06%	197
2025 Q2	$171K	Sell	1,558 -856	-35%	-$91.9K	0.07%	189
2025 Q1	$258K	Hold	2,414	–	–	0.08%	205
2024 Q4	$258K	Buy	2,414 +1,542	+177%	+$169K	0.08%	205
2024 Q3	$98.5K	Hold	872	–	–	0.03%	280
2024 Q2	$93.4K	Hold	872	–	–	0.03%	278
2024 Q1	$95K	Hold	872	–	–	0.04%	280
2023 Q4	$96.5K	Hold	872	–	–	0.04%	269
2023 Q3	$89K	Sell	872 -175	-17%	-$18.5K	0.04%	268
2023 Q2	$113K	Buy	+1,047	New	+$113K	0.05%	246
2022 Q4	$127K	Buy	+1,203	New	+$126K	0.06%	240

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

Glass Jacobson Investment Advisors's LQD Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.53% in Q1 2026, buying an estimated $1.1K and bringing the position to 1,899 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #183.

Glass Jacobson Investment Advisors first reported a position in LQD in Q4 2022 and has held it in 13 quarters since. The position peaked at $258K in Q1 2025. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Glass Jacobson Investment Advisors held 1,899 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $207K as of Q1 2026.
Glass Jacobson Investment Advisors bought 10 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.1K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #183 holding.
Glass Jacobson Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $258K in Q1 2025.
1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.