Guardian Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Guardian 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 Q3	$634K	Buy	6,209 +93	+2%	+$9.9K	0.06%	142
2026 Q2	$667K	Sell	6,116 -41	-0.7%	-$4.47K	0.06%	138
2026 Q1	$672K	Buy	6,157 +851	+16%	+$93.8K	0.06%	131
2025 Q4	$583K	Buy	5,306 +2,299	+76%	+$256K	0.05%	154
2025 Q3	$335K	Hold	3,007	–	–	0.03%	152
2025 Q2	$327K	Buy	3,007 +125	+4%	+$13.4K	0.03%	155
2025 Q1	$306K	Sell	2,882 -128	-4%	-$13.8K	0.03%	147
2024 Q4	$319K	Buy	+3,010	New	+$329K	0.03%	142

Other funds holding LQD

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Guardian Partners's LQD Position: Q3 2026 in Review

Guardian Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q3 2026, buying an estimated $9.9K and bringing the position to 6,209 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #142.

Guardian Partners first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $672K in Q1 2026. 599 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Guardian Partners held 6,209 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $634K as of Q3 2026.
Guardian Partners bought 93 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $9.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Guardian Partners's portfolio in Q3 2026, its #142 holding.
Guardian Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $672K in Q1 2026.
599 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.