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

Hillsdale Investment 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 		$518K Hold
4,750
– – 0.01% 433
2026
Q1 		$518K Buy
+4,750
New +$524K 0.01% 422
2020
Q3 		– Sell
-1,070
Closed -$144K – 621
2020
Q2 		$144K Sell
1,070
-740
-41% -$96.2K 0.01% 400
2020
Q1 		$224K Sell
1,810
-290
-14% -$37K 0.03% 397
2019
Q4 		$269K Hold
2,100
– – 0.02% 398
2019
Q3 		$268K Sell
2,100
-1,600
-43% -$202K 0.02% 402
2019
Q2 		$460K Hold
3,700
– – 0.05% 361
2019
Q1 		$441K Buy
3,700
+1,000
+37% +$116K 0.04% 346
2018
Q4 		$305K Hold
2,700
– – 0.04% 371
2018
Q3 		$310K Sell
2,700
-14,900
-85% -$1.72M 0.04% 256
2018
Q2 		$2.02M Hold
17,600
– – 0.25% 62
2018
Q1 		$2.07M Sell
17,600
-3,400
-16% -$402K 0.29% 44
2017
Q4 		$2.55M Hold
21,000
– – 0.41% 43
2017
Q3 		$2.55M Buy
21,000
+1,000
+5% +$121K 0.43% 41
2017
Q2 		$2.41M Hold
20,000
– – 0.47% 42
2017
Q1 		$2.36M Buy
20,000
+4,200
+27% +$493K 0.47% 40
2016
Q4 		$1.85M Buy
+15,800
New +$1.88M 0.39% 45
2015
Q4 		– Sell
-16,500
Closed -$1.92M – 546
2015
Q3 		$1.92M Buy
16,500
+11,500
+230% +$1.33M 0.65% 34
2015
Q2 		$579K Sell
5,000
-16,350
-77% -$1.94M 0.18% 104
2015
Q1 		$2.6M Buy
21,350
+6,900
+48% +$837K 0.67% 35
2014
Q4 		$1.73M Buy
14,450
+11,200
+345% +$1.33M 0.44% 45
2014
Q3 		$384K Buy
+3,250
New +$386K 0.12% 123

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

Hillsdale Investment Management's LQD Position: Q2 2026 in Review

Hillsdale Investment Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 4,750 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #433.

Hillsdale Investment Management first reported a position in LQD in Q3 2014 and has held it in 22 quarters since. The position peaked at $2.6M in Q1 2015. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Hillsdale Investment Management held 4,750 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $518K as of Q2 2026.
  • Hillsdale Investment Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #433 holding.
  • Hillsdale Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 22 quarters since.
  • Hillsdale Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.6M in Q1 2015.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.