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Harel Insurance Investments & Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Harel Insurance Investments & Financial Services’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 		$14M Hold
128,217
– – 0.07% 83
2026
Q1 		$14M Sell
128,217
-168,917
-57% -$18.6M 0.09% 65
2025
Q4 		$32.7M Hold
297,134
– – 0.28% 54
2025
Q3 		$33.1M Sell
297,134
-21,141
-7% -$2.32M 0.3% 62
2025
Q2 		$34.9M Buy
318,275
+1,225
+0.4% +$131K 0.4% 60
2025
Q1 		$34.5M Buy
+317,050
New +$34.2M 0.45% 53
2024
Q1 		– Sell
-113,879
Closed -$12.6M – 592
2023
Q4 		$12.6M Buy
113,879
+10,100
+10% +$1.05M 0.22% 66
2023
Q3 		$10.6M Buy
+103,779
New +$10.9M 0.21% 69
2023
Q2 		– Sell
-98,679
Closed -$10.8M – 753
2023
Q1 		$10.8M Buy
98,679
+7,500
+8% +$812K 0.22% 69
2022
Q4 		$9.61M Hold
91,179
– – 0.21% 62
2022
Q3 		$9.34M Buy
91,179
+2,700
+3% +$298K 0.23% 75
2022
Q2 		$9.73M Sell
88,479
-3,600
-4% -$406K 0.2% 79
2022
Q1 		$11.1M Buy
92,079
+7,400
+9% +$923K 0.18% 82
2021
Q4 		$11.2M Buy
84,679
+22,300
+36% +$2.96M 0.21% 67
2021
Q3 		$8.3M Buy
62,379
+11,360
+22% +$1.54M 0.22% 55
2021
Q2 		$6.86M Buy
51,019
+7,400
+17% +$975K 0.15% 70
2021
Q1 		$5.67M Sell
43,619
-8,835
-17% -$1.18M 0.11% 115
2020
Q4 		$14.2M Buy
52,454
+22,272
+74% +$3.03M 0.34% 52
2020
Q3 		$4.07M Sell
30,182
-4,415
-13% -$602K 0.14% 60
2020
Q2 		$4.65M Buy
34,597
+4,084
+13% +$531K 0.16% 62
2020
Q1 		$3.77M Sell
30,513
-6,431
-17% -$819K 0.18% 62
2019
Q4 		$4.73M Buy
36,944
+36,280
+5,464% +$4.62M 0.21% 59
2019
Q3 		$84K Sell
664
-35,616
-98% -$4.49M 0.01% 265
2019
Q2 		$4.51M Hold
36,280
– – 0.24% 56
2019
Q1 		$4.32M Hold
36,280
– – 0.25% 56
2018
Q4 		$4.09M Buy
36,280
+9,470
+35% +$1.06M 0.25% 57
2018
Q3 		$3.08M Sell
26,810
-309
-1% -$35.6K 0.15% 67
2018
Q2 		$3.11M Sell
27,119
-7,581
-22% -$873K 0.16% 61
2018
Q1 		$4.07M Buy
34,700
+640
+2% +$75.6K 0.23% 60
2017
Q4 		$4.15M Sell
34,060
-5,954
-15% -$720K 0.26% 54
2017
Q3 		$4.85M Buy
40,014
+6,990
+21% +$845K 0.4% 40
2017
Q2 		$3.98M Buy
33,024
+6,134
+23% +$733K 0.32% 44
2017
Q1 		$3.17M Sell
26,890
-5,480
-17% -$644K 0.28% 44
2016
Q4 		$3.95M Buy
32,370
+5,560
+21% +$661K 0.56% 30
2016
Q3 		$3.3M Sell
26,810
-173
-0.6% -$21.3K 0.45% 36
2016
Q2 		$3.31M Hold
26,983
– – 0.4% 37
2016
Q1 		$3.21M Sell
26,983
-309
-1% -$35.5K 0.38% 39
2015
Q4 		$3.12M Buy
+27,292
New +$3.16M 0.36% 36

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Harel Insurance Investments & Financial Services's LQD Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 128,217 shares worth $14M. The position accounts for 0.07% of the portfolio, ranked #83.

Harel Insurance Investments & Financial Services first reported a position in LQD in Q4 2015 and has held it in 38 quarters since. The position peaked at $34.9M in Q2 2025. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 128,217 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14M as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #83 holding.
  • Harel Insurance Investments & Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 38 quarters since.
  • Harel Insurance Investments & Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $34.9M in Q2 2025.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.