GRP
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Global Retirement Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Global Retirement Partners’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 		$3.61M Buy
+33,124
New +$3.61M 0.06% 322
2025
Q4 		$1.46M Buy
13,245
+2,514
+23% +$280K 0.03% 534
2025
Q3 		$1.2M Buy
10,731
+657
+7% +$72.2K 0.03% 496
2025
Q2 		$1.1M Buy
+10,074
New +$1.08M 0.03% 486
2024
Q4 		$1.13M Buy
10,592
+711
+7% +$77.8K 0.03% 420
2024
Q3 		$1.12M Buy
9,881
+1,194
+14% +$132K 0.03% 421
2024
Q2 		$931K Sell
8,687
-41
-0.5% -$4.38K 0.03% 441
2024
Q1 		$951K Sell
8,728
-5,308
-38% -$577K 0.04% 374
2023
Q4 		$1.53M Buy
14,036
+4,752
+51% +$495K 0.06% 257
2023
Q3 		$932K Sell
9,284
-1,915
-17% -$202K 0.05% 317
2023
Q2 		$1.21M Sell
11,199
-7,589
-40% -$821K 0.06% 283
2023
Q1 		$2.05M Buy
18,788
+13,452
+252% +$1.46M 0.11% 186
2022
Q4 		$563K Sell
5,336
-151
-3% -$15.8K 0.04% 358
2022
Q3 		$556K Sell
5,487
-1,174
-18% -$129K 0.04% 339
2022
Q2 		$733K Sell
6,661
-179
-3% -$20.2K 0.06% 296
2022
Q1 		$776K Buy
+6,840
New +$853K 0.06% 289
2021
Q4 		– Sell
-6,082
Closed -$809K – 1135
2021
Q3 		$809K Buy
6,082
+705
+13% +$95.3K 0.08% 213
2021
Q2 		$722K Sell
5,377
-2,131
-28% -$281K 0.07% 234
2021
Q1 		$976K Sell
7,508
-2,635
-26% -$351K 0.11% 166
2020
Q4 		$1.4M Sell
10,143
-278
-3% -$37.9K 0.18% 118
2020
Q3 		$1.4M Sell
10,421
-2,326
-18% -$317K 0.21% 107
2020
Q2 		$1.71M Buy
12,747
+4,997
+64% +$650K 0.27% 74
2020
Q1 		$957K Buy
7,750
+831
+12% +$106K 0.18% 121
2019
Q4 		$885K Sell
6,919
-3,479
-33% -$443K 0.14% 157
2019
Q3 		$1.32M Buy
10,398
+1,871
+22% +$236K 0.22% 106
2019
Q2 		$1.06M Buy
8,527
+2,154
+34% +$259K 0.2% 103
2019
Q1 		$759K Buy
6,373
+85
+1% +$9.85K 0.18% 101
2018
Q4 		$709K Sell
6,288
-402
-6% -$45.2K 0.18% 108
2018
Q3 		$769K Buy
6,690
+1,579
+31% +$182K 0.17% 115
2018
Q2 		$586K Sell
5,111
-43
-0.8% -$4.95K 0.15% 138
2018
Q1 		$605K Buy
5,154
+1,810
+54% +$214K 0.17% 133
2017
Q4 		$407K Buy
3,344
+716
+27% +$86.6K 0.11% 169
2017
Q3 		$319K Buy
2,628
+798
+44% +$96.4K 0.13% 150
2017
Q2 		$221K Buy
1,830
+299
+20% +$35.7K 0.1% 185
2017
Q1 		$181K Sell
1,531
-529
-26% -$62.1K 0.1% 191
2016
Q4 		$241K Buy
+2,060
New +$245K 0.16% 123

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

Global Retirement Partners's LQD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 33,124 shares worth $3.61M. The stake represents 0.06% of the portfolio and ranks #322 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LQD as recently as Q4 2025.

Global Retirement Partners first reported a position in LQD in Q4 2016 and has held it in 36 quarters since. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Global Retirement Partners held 33,124 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.61M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #322 holding.
  • Global Retirement Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • 1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.