HUB Investment Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

HUB Investment 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	$1.41M	Sell	12,931 -44	-0.3%	-$4.79K	0.03%	365
2026 Q1	$1.41M	Buy	12,975 +500	+4%	+$55.1K	0.03%	299
2025 Q4	$1.37M	Buy	12,475 +10,086	+422%	+$1.12M	0.04%	253
2025 Q3	$266K	Buy	2,389 +94	+4%	+$10.3K	0.01%	585
2025 Q2	$252K	Buy	2,295 +135	+6%	+$14.5K	0.01%	563
2025 Q1	$235K	Buy	+2,160	New	+$233K	0.01%	509
2024 Q2	–	Sell	-3,302	Closed	-$360K	–	526
2024 Q1	$360K	Buy	3,302 +310	+10%	+$33.7K	0.02%	329
2023 Q4	$331K	Buy	2,992 +61	+2%	+$6.35K	0.02%	296
2023 Q3	$299K	Buy	+2,931	New	+$309K	0.05%	194
2021 Q3	–	Sell	-1,632	Closed	-$219K	–	223
2021 Q2	$219K	Sell	1,632 -6,611	-80%	-$871K	0.06%	196
2021 Q1	$1.07M	Sell	8,243 -14,133	-63%	-$1.88M	0.32%	81
2020 Q4	$3.01M	Buy	+22,376	New	+$3.05M	1.37%	17

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

HUB Investment Partners's LQD Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.34% in Q2 2026, selling an estimated $4.79K and leaving 12,931 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #365.

HUB Investment Partners first reported a position in LQD in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.01M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

HUB Investment Partners held 12,931 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.41M as of Q2 2026.
HUB Investment Partners sold 44 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.79K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #365 holding.
HUB Investment Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
HUB Investment Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.01M in Q4 2020.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.