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

INVST’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 		$23.7M Buy
217,669
+21,676
+11% +$2.36M 2.31% 7
2026
Q1 		$21.4M Buy
195,993
+50,410
+35% +$5.56M 2.41% 5
2025
Q4 		$16M Buy
145,583
+115,340
+381% +$12.8M 1.74% 16
2025
Q3 		$3.37M Buy
30,243
+4,567
+18% +$502K 0.38% 51
2025
Q2 		$2.81M Sell
25,676
-3,688
-13% -$396K 0.35% 55
2025
Q1 		$3.19M Buy
29,364
+173
+0.6% +$18.6K 0.44% 53
2024
Q4 		$3.12M Sell
29,191
-182,386
-86% -$20M 0.38% 54
2024
Q3 		$23.9M Buy
211,577
+190,368
+898% +$21.1M 2.89% 6
2024
Q2 		$2.25M Sell
21,209
-207,943
-91% -$22.2M 0.25% 62
2024
Q1 		$24.6M Buy
229,152
+15,267
+7% +$1.66M 2.92% 5
2023
Q4 		$23.4M Buy
213,885
+182,508
+582% +$19M 2.98% 5
2023
Q3 		$3.2M Buy
31,377
+26,192
+505% +$2.76M 0.46% 42
2023
Q2 		$561K Sell
5,185
-257,189
-98% -$27.8M 0.08% 132
2023
Q1 		$28.6M Buy
+262,374
New +$28.4M 4.43% 6
2022
Q4 		– Sell
-2,377
Closed -$241K – 178
2022
Q3 		$241K Buy
2,377
+544
+30% +$60K 0.04% 148
2022
Q2 		$209K Buy
+1,833
New +$207K 0.03% 167
2021
Q4 		– Sell
-204,874
Closed -$27.3M – 201
2021
Q3 		$27.3M Buy
+204,874
New +$27.7M 4.31% 7
2021
Q2 		– Sell
-11,807
Closed -$1.55M – 209
2021
Q1 		$1.55M Sell
11,807
-239,157
-95% -$31.8M 0.27% 53
2020
Q4 		$34.7M Buy
250,964
+195,608
+353% +$26.6M 6.3% 1
2020
Q3 		$7.46M Buy
55,356
+8,857
+19% +$1.21M 1.74% 16
2020
Q2 		$6.26M Sell
46,499
-28,413
-38% -$3.69M 1.86% 15
2020
Q1 		$9.1M Buy
74,912
+19,607
+35% +$2.5M 3.77% 7
2019
Q4 		$7.08M Buy
55,305
+16,454
+42% +$2.1M 2.66% 17
2019
Q3 		$4.95M Buy
38,851
+17,076
+78% +$2.15M 2.23% 15
2019
Q2 		$2.71M Buy
+21,775
New +$2.61M 1.39% 22

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

INVST's LQD Position: Q2 2026 in Review

INVST increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, buying an estimated $2.36M and bringing the position to 217,669 shares worth $23.7M. The position accounts for 2.31% of the portfolio, ranked #7.

INVST first reported a position in LQD in Q2 2019 and has held it in 25 quarters since. The position peaked at $34.7M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • INVST held 217,669 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.7M as of Q2 2026.
  • INVST bought 21,676 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.36M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.31% of INVST's portfolio in Q2 2026, its #7 holding.
  • INVST first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • INVST's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $34.7M 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 INVST's 13F filing for Q2 2026, filed 14 Aug 2026.