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J. Safra Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J. Safra Asset Management’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 		$3.5M Buy
32,102
+2,419
+8% +$267K 0.19% 43
2025
Q4 		$3.27M Buy
29,683
+4,002
+16% +$445K 0.17% 45
2025
Q3 		$2.86M Buy
25,681
+2,351
+10% +$258K 0.17% 37
2025
Q2 		$2.56M Buy
23,330
+461
+2% +$49.5K 0.18% 36
2025
Q1 		$2.49M Sell
22,869
-21,982
-49% -$2.37M 0.2% 32
2024
Q4 		$4.8M Sell
44,851
-12,911
-22% -$1.41M 0.39% 26
2024
Q3 		$6.54M Buy
57,762
+3,096
+6% +$343K 0.62% 21
2024
Q2 		$5.86M Sell
54,666
-13
-0% -$1.39K 0.59% 20
2024
Q1 		$5.96M Buy
54,679
+4,046
+8% +$440K 0.67% 19
2023
Q4 		$5.6M Buy
50,633
+235
+0.5% +$24.5K 0.79% 16
2023
Q3 		$5.14M Buy
50,398
+3,218
+7% +$339K 0.75% 14
2023
Q2 		$5.1M Sell
47,180
-625
-1% -$67.6K 0.71% 16
2023
Q1 		$5.24M Buy
+47,805
New +$5.18M 0.83% 15
2022
Q4 		– Sell
-3,191
Closed -$31K – 107
2022
Q3 		$31K Buy
3,191
+1,190
+59% +$131K 0.52% 16
2022
Q2 		$27K Buy
2,001
+92
+5% +$10.4K 0.46% 15
2022
Q1 		$15K Buy
1,909
+746
+64% +$93.1K 0.28% 13
2021
Q4 		$9K Sell
1,163
-7,395
-86% -$983K 0.19% 17
2021
Q3 		$1.14M Buy
8,558
+6,232
+268% +$842K 0.28% 14
2021
Q2 		$314K Sell
2,326
-94
-4% -$12.4K 0.15% 21
2021
Q1 		$315K Buy
2,420
+1,156
+91% +$154K 0.15% 22
2020
Q4 		$175K Buy
+1,264
New +$172K 0.09% 21
2016
Q4 		$103K Hold
882
– – 0.2% 24
2016
Q3 		$109K Buy
+882
New +$109K 0.19% 30
2016
Q2 		– Sell
-85,970
Closed -$10.2M – 250
2016
Q1 		$10.2M Buy
+85,970
New +$9.88M 8.32% 2

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

J. Safra Asset Management's LQD Position: Q1 2026 in Review

J. Safra Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.1% in Q1 2026, buying an estimated $267K and bringing the position to 32,102 shares worth $3.5M. The position accounts for 0.19% of the portfolio, ranked #43.

J. Safra Asset Management first reported a position in LQD in Q1 2016 and has held it in 24 quarters since. The position peaked at $10.2M in Q1 2016. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • J. Safra Asset Management held 32,102 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.5M as of Q1 2026.
  • J. Safra Asset Management bought 2,419 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $267K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of J. Safra Asset Management's portfolio in Q1 2026, its #43 holding.
  • J. Safra Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 24 quarters since.
  • J. Safra Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.2M in Q1 2016.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.