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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
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

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

Guardian Partners's LQD Position: Q2 2026 in Review

Guardian Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.67% in Q2 2026, selling an estimated $4.47K and leaving 6,116 shares worth $667K. The position accounts for 0.06% of the portfolio, ranked #138.

Guardian Partners first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $672K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Guardian Partners held 6,116 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $667K as of Q2 2026.
  • Guardian Partners sold 41 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.47K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Guardian Partners's portfolio in Q2 2026, its #138 holding.
  • Guardian Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $672K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.