GI
LQD icon

GLOBALT Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

GLOBALT Investments’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 		$504K Sell
4,622
-244
-5% -$26.6K 0.02% 184
2026
Q1 		$530K Buy
4,866
+26
+0.5% +$2.87K 0.02% 176
2025
Q4 		$533K Sell
4,840
-163
-3% -$18.1K 0.02% 169
2025
Q3 		$558K Sell
5,003
-300
-6% -$33K 0.02% 166
2025
Q2 		$581K Sell
5,303
-643
-11% -$69K 0.02% 172
2025
Q1 		$646K Sell
5,946
-1,232
-17% -$133K 0.03% 161
2024
Q4 		$767K Buy
7,178
+540
+8% +$59.1K 0.03% 158
2024
Q3 		$750K Sell
6,638
-167
-2% -$18.5K 0.03% 159
2024
Q2 		$729K Sell
6,805
-765
-10% -$81.6K 0.03% 163
2024
Q1 		$825K Sell
7,570
-326
-4% -$35.4K 0.03% 161
2023
Q4 		$874K Buy
+7,896
New +$822K 0.04% 152

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

GLOBALT Investments's LQD Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5% in Q2 2026, selling an estimated $26.6K and leaving 4,622 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #184.

GLOBALT Investments first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $874K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • GLOBALT Investments held 4,622 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $504K as of Q2 2026.
  • GLOBALT Investments sold 244 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $26.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #184 holding.
  • GLOBALT Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $874K in Q4 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.