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

Ironwood Financial’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	$2.54M	Sell	23,763 -101	-0.4%	-$11K	0.4%	55
2026 Q1	$2.6M	Sell	23,864 -139	-0.6%	-$15.3K	0.45%	51
2025 Q4	$2.65M	Sell	24,003 -1,508	-6%	-$168K	0.45%	52
2025 Q3	$2.84M	Sell	25,511 -247	-1%	-$27.2K	0.5%	48
2025 Q2	$2.8M	Hold	25,758	–	–	0.6%	42
2025 Q1	$2.8M	Sell	25,758 -271	-1%	-$29.2K	0.6%	42
2024 Q4	$2.78M	Sell	26,029 -588	-2%	-$64.3K	0.58%	40
2024 Q3	$3.01M	Sell	26,617 -2,813	-10%	-$311K	0.63%	38
2024 Q2	$3.15M	Sell	29,430 -252	-0.8%	-$26.9K	0.71%	38
2024 Q1	$3.23M	Buy	29,682 +8,615	+41%	+$936K	0.74%	35
2023 Q4	$2.33M	Buy	+21,067	New	+$2.19M	0.56%	39
2021 Q4	–	Sell	-176	Closed	-$23K	–	364
2021 Q3	$23K	Buy	176 +140	+389%	+$18.9K	0.01%	270
2021 Q2	$5K	Hold	36	–	–	﹤0.01%	432
2021 Q1	$5K	Hold	36	–	–	﹤0.01%	419
2020 Q4	$5K	Hold	36	–	–	﹤0.01%	380
2020 Q3	$5K	Hold	36	–	–	﹤0.01%	328
2020 Q2	$5K	Hold	36	–	–	﹤0.01%	312
2020 Q1	$4K	Buy	+36	New	+$4.59K	﹤0.01%	288

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

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

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

Ironwood Financial's LQD Position: Q2 2026 in Review

Ironwood Financial reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.42% in Q2 2026, selling an estimated $11K and leaving 23,763 shares worth $2.54M. The position accounts for 0.4% of the portfolio, ranked #55.

Ironwood Financial first reported a position in LQD in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.23M in Q1 2024. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Ironwood Financial held 23,763 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.54M as of Q2 2026.
Ironwood Financial sold 101 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.4% of Ironwood Financial's portfolio in Q2 2026, its #55 holding.
Ironwood Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 18 quarters since.
Ironwood Financial's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.23M in Q1 2024.
1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.