Harmony Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Harmony Asset Management’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	$269K	Sell	2,465 -843	-25%	-$91.9K	0.07%	176
2026 Q1	$361K	Sell	3,308 -683	-17%	-$75.3K	0.11%	144
2025 Q4	$440K	Sell	3,991 -45	-1%	-$5K	0.15%	119
2025 Q3	$450K	Buy	4,036 +704	+21%	+$77.4K	0.15%	118
2025 Q2	$365K	Buy	3,332 +1,478	+80%	+$159K	0.14%	125
2025 Q1	$201K	Buy	+1,854	New	+$200K	0.08%	159
2024 Q4	–	Sell	-1,847	Closed	-$209K	–	166
2024 Q3	$209K	Buy	+1,847	New	+$204K	0.08%	158
2024 Q1	–	Sell	-2,080	Closed	-$230K	–	151
2023 Q4	$230K	Buy	+2,080	New	+$217K	0.1%	123

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Harmony Asset Management's LQD Position: Q2 2026 in Review

Harmony Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 25% in Q2 2026, selling an estimated $91.9K and leaving 2,465 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #176.

Harmony Asset Management first reported a position in LQD in Q4 2023 and has held it in 8 quarters since. The position peaked at $450K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Harmony Asset Management held 2,465 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $269K as of Q2 2026.
Harmony Asset Management sold 843 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $91.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Harmony Asset Management's portfolio in Q2 2026, its #176 holding.
Harmony Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Harmony Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $450K in Q3 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.