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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
Q2 		$4.15M Buy
38,037
+5,935
+18% +$647K 0.19% 47
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
-31,000
Closed -$3.19M – 84
2022
Q3 		$3.19M Buy
31,000
+4,000
+15% +$441K 0.5% 16
2022
Q2 		$2M Buy
27,000
+12,000
+80% +$1.35M 0.31% 17
2022
Q1 		$1.91M Buy
15,000
+6,000
+67% +$748K 0.26% 14
2021
Q4 		$1.16M Buy
9,000
+442
+5% +$58.7K 0.16% 15
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 $1.55T 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

J. Safra Asset Management's LQD Position: Q2 2026 in Review

J. Safra Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 18% in Q2 2026, buying an estimated $647K and bringing the position to 38,037 shares worth $4.15M. The position accounts for 0.19% of the portfolio, ranked #47.

J. Safra Asset Management first reported a position in LQD in Q1 2016 and has held it in 25 quarters since. The position peaked at $10.2M in Q1 2016. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • J. Safra Asset Management held 38,037 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.15M as of Q2 2026.
  • J. Safra Asset Management bought 5,935 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $647K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.19% of J. Safra Asset Management's portfolio in Q2 2026, its #47 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 25 quarters since.
  • J. Safra Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.2M in Q1 2016.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.