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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
Q2 		– Sell
-5,500
Closed -$599K – 91
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 		$1.77M 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 $1.55T 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

Independent Family Office's LQD Position: Q2 2026 in Review

Independent Family Office sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 5,500 shares — an estimated $599K sold.

Independent Family Office first reported a position in LQD in Q4 2019 and held it in 26 quarters. The position peaked at $2.81M in Q4 2020. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Independent Family Office reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Family Office sold 5,500 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $599K.
  • Independent Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and held it in 26 quarters.
  • Independent Family Office's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.81M in Q4 2020.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.