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

Hohimer Wealth 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 		$720K Hold
6,605
– – 0.07% 199
2026
Q1 		$720K Sell
6,605
-495
-7% -$54.6K 0.09% 182
2025
Q4 		$782K Buy
7,100
+1,497
+27% +$166K 0.11% 156
2025
Q3 		$625K Buy
5,603
+486
+9% +$53.4K 0.09% 180
2025
Q2 		$561K Buy
5,117
+290
+6% +$31.1K 0.1% 149
2025
Q1 		$525K Hold
4,827
– – 0.1% 159
2024
Q4 		$516K Buy
+4,827
New +$528K 0.1% 142
2022
Q4 		– Sell
-2,157
Closed -$221K – 191
2022
Q3 		$221K Sell
2,157
-233
-10% -$25.7K 0.07% 161
2022
Q2 		$263K Sell
2,390
-696
-23% -$78.6K 0.08% 163
2022
Q1 		$373K Sell
3,086
-3,927
-56% -$490K 0.07% 160
2021
Q4 		$929K Sell
7,013
-74
-1% -$9.84K 0.2% 122
2021
Q3 		$943K Sell
7,087
-2,385
-25% -$322K 0.2% 123
2021
Q2 		$1.27M Sell
9,472
-2,182
-19% -$288K 0.26% 108
2021
Q1 		$1.52M Sell
11,654
-1,642
-12% -$218K 0.37% 87
2020
Q4 		$1.84M Buy
13,296
+173
+1% +$23.6K 0.49% 69
2020
Q3 		$1.77M Buy
13,123
+824
+7% +$112K 0.51% 68
2020
Q2 		$1.65M Buy
12,299
+2,241
+22% +$291K 0.57% 61
2020
Q1 		$1.3M Buy
10,058
+3,248
+48% +$414K 0.55% 73
2019
Q4 		$871K Buy
+6,810
New +$867K 0.3% 132

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

Hohimer Wealth Management's LQD Position: Q2 2026 in Review

Hohimer Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 6,605 shares worth $720K. The position accounts for 0.07% of the portfolio, ranked #199.

Hohimer Wealth Management first reported a position in LQD in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Hohimer Wealth Management held 6,605 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $720K as of Q2 2026.
  • Hohimer Wealth 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 0.07% of Hohimer Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Hohimer Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Hohimer Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.84M in Q4 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.