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Independent Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Independent Family Office’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
Q1 		$599K Hold
5,500
– – 0.25% 54
2025
Q4 		$606K Hold
5,500
– – 0.25% 50
2025
Q3 		$613K Hold
5,500
– – 0.26% 49
2025
Q2 		$603K Hold
5,500
– – 0.28% 47
2025
Q1 		$598K Hold
5,500
– – 0.31% 44
2024
Q4 		$588K Sell
5,500
-4,934
-47% -$540K 0.31% 44
2024
Q3 		$1.18M Sell
10,434
-1,260
-11% -$139K 0.59% 31
2024
Q2 		$1.25M Sell
11,694
-589
-5% -$62.9K 0.71% 23
2024
Q1 		$1.34M Sell
12,283
-1,697
-12% -$184K 0.72% 26
2023
Q4 		$1.55M Sell
13,980
-427
-3% -$44.5K 0.88% 25
2023
Q3 		$1.47M Hold
14,407
– – 0.92% 25
2023
Q2 		$1.56M Sell
14,407
-1,000
-6% -$108K 0.94% 23
2023
Q1 		$1.69M Hold
15,407
– – 0.97% 22
2022
Q4 		$1.62M Sell
15,407
-689
-4% -$72.1K 0.98% 23
2022
Q3 		$1.65M Hold
16,096
– – 0.81% 20
2022
Q2 		$1.77K Sell
16,096
-175
-1% -$19.8K 0.87% 16
2022
Q1 		$1.97M Sell
16,271
-110
-0.7% -$13.7K 0.64% 18
2021
Q4 		$2.17M Sell
16,381
-84
-0.5% -$11.2K 0.82% 15
2021
Q3 		$2.19M Hold
16,465
– – 0.9% 14
2021
Q2 		$2.21M Sell
16,465
-3,852
-19% -$508K 0.86% 15
2021
Q1 		$2.64M Hold
20,317
– – 1.04% 14
2020
Q4 		$2.81M Hold
20,317
– – 1.17% 15
2020
Q3 		$2.74M Hold
20,317
– – 1.3% 15
2020
Q2 		$2.73M Sell
20,317
-2,160
-10% -$281K 1.42% 13
2020
Q1 		$2.78M Buy
22,477
+882
+4% +$112K 1.73% 9
2019
Q4 		$2.76M Buy
+21,595
New +$2.75M 1.73% 11

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Independent Family Office's LQD Position: Q1 2026 in Review

Independent Family Office held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 5,500 shares worth $599K. The position accounts for 0.25% of the portfolio, ranked #54.

Independent Family Office first reported a position in LQD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.81M in Q4 2020. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Independent Family Office held 5,500 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $599K as of Q1 2026.
  • Independent Family Office left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of Independent Family Office's portfolio in Q1 2026, its #54 holding.
  • Independent Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Independent Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.81M in Q4 2020.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.