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J. Derek Lewis & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J. Derek Lewis & Associates’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 		$365K Hold
3,342
– – 0.07% 127
2026
Q1 		$364K Hold
3,342
– – 0.08% 125
2025
Q4 		$368K Buy
+3,342
New +$372K 0.09% 118

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

J. Derek Lewis & Associates's LQD Position: Q2 2026 in Review

J. Derek Lewis & Associates held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 3,342 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #127.

J. Derek Lewis & Associates first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $368K in Q4 2025. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • J. Derek Lewis & Associates held 3,342 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $365K as of Q2 2026.
  • J. Derek Lewis & Associates left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #127 holding.
  • J. Derek Lewis & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $368K in Q4 2025.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.