J.W. Burns & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

J.W. Burns & Co’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	$4.74M	Sell	43,460 -2,553	-6%	-$278K	0.49%	54
2026 Q1	$5.01M	Buy	46,013 +4,872	+12%	+$537K	0.57%	47
2025 Q4	$4.53M	Buy	41,141 +1,651	+4%	+$184K	0.5%	48
2025 Q3	$4.4M	Buy	39,490 +223	+0.6%	+$24.5K	0.5%	49
2025 Q2	$4.3M	Sell	39,267 -2,856	-7%	-$306K	0.52%	47
2025 Q1	$4.58M	Buy	42,123 +5,371	+15%	+$579K	0.59%	46
2024 Q4	$3.93M	Buy	36,752 +7,890	+27%	+$863K	0.5%	49
2024 Q3	$3.26M	Buy	28,862 +6,763	+31%	+$748K	0.42%	53
2024 Q2	$2.37M	Sell	22,099 -424	-2%	-$45.3K	0.32%	64
2024 Q1	$2.45M	Sell	22,523 -560	-2%	-$60.9K	0.34%	65
2023 Q4	$2.55M	Sell	23,083 -436	-2%	-$45.4K	0.38%	58
2023 Q3	$2.4M	Buy	+23,519	New	+$2.48M	0.39%	61

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

MYLI

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

JSTA

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

J.W. Burns & Co's LQD Position: Q2 2026 in Review

J.W. Burns & Co reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.5% in Q2 2026, selling an estimated $278K and leaving 43,460 shares worth $4.74M. The position accounts for 0.49% of the portfolio, ranked #54.

J.W. Burns & Co first reported a position in LQD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.01M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

J.W. Burns & Co held 43,460 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.74M as of Q2 2026.
J.W. Burns & Co sold 2,553 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $278K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.49% of J.W. Burns & Co's portfolio in Q2 2026, its #54 holding.
J.W. Burns & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
J.W. Burns & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.01M in Q1 2026.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.