Johnson Investment Counsel’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Johnson Investment Counsel’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	$1.48M	Sell	13,609 -15	-0.1%	-$1.63K	0.01%	395
2026 Q1	$1.48M	Buy	+13,624	New	+$1.5M	0.01%	366
2019 Q3	–	Sell	-2,089	Closed	-$259K	–	628
2019 Q2	$259K	Buy	2,089 +26	+1%	+$3.12K	0.01%	535
2019 Q1	$245K	Buy	2,063 +182	+10%	+$21.1K	0.01%	545
2018 Q4	$212K	Sell	1,881 -1,821	-49%	-$205K	0.01%	560
2018 Q3	$425K	Buy	3,702 +581	+19%	+$67K	0.01%	456
2018 Q2	$357K	Sell	3,121 -353	-10%	-$40.6K	0.01%	487
2018 Q1	$407K	Sell	3,474 -136	-4%	-$16.1K	0.01%	459
2017 Q4	$438K	Buy	3,610 +180	+5%	+$21.8K	0.01%	456
2017 Q3	$415K	Sell	3,430 -463	-12%	-$56K	0.01%	452
2017 Q2	$469K	Buy	3,893 +10	+0.3%	+$1.2K	0.01%	423
2017 Q1	$457K	Buy	3,883 +100	+3%	+$11.7K	0.01%	416
2016 Q4	$443K	Buy	3,783 +688	+22%	+$81.8K	0.01%	401
2016 Q3	$381K	Buy	3,095 +315	+11%	+$38.8K	0.01%	410
2016 Q2	$341K	Sell	2,780 -1,421	-34%	-$170K	0.01%	428
2016 Q1	$499K	Buy	4,201 +475	+13%	+$54.6K	0.02%	335
2015 Q4	$424K	Buy	3,726 +1,235	+50%	+$143K	0.01%	366
2015 Q3	$289K	Hold	2,491	–	–	0.01%	444
2015 Q2	$288K	Buy	2,491 +200	+9%	+$23.7K	0.01%	451
2015 Q1	$278K	Hold	2,291	–	–	0.01%	459
2014 Q4	$273K	Buy	2,291 +77	+3%	+$9.18K	0.01%	472
2014 Q3	$261K	Sell	2,214 -58	-3%	-$6.89K	0.01%	474
2014 Q2	$270K	Sell	2,272 -500	-18%	-$59.2K	0.01%	438
2014 Q1	$324K	Sell	2,772 -9,398	-77%	-$1.09M	0.01%	391
2013 Q4	$1.39M	Sell	12,170 -1,070	-8%	-$122K	0.05%	168
2013 Q3	$1.5M	Sell	13,240 -196	-1%	-$22.2K	0.06%	153
2013 Q2	$1.53M	Buy	+13,436	New	+$1.6M	0.06%	142

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

Johnson Investment Counsel's LQD Position: Q2 2026 in Review

Johnson Investment Counsel reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.11% in Q2 2026, selling an estimated $1.63K and leaving 13,609 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #395.

Johnson Investment Counsel first reported a position in LQD in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.53M in Q2 2013. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Johnson Investment Counsel held 13,609 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.48M as of Q2 2026.
Johnson Investment Counsel sold 15 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.63K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #395 holding.
Johnson Investment Counsel first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
Johnson Investment Counsel's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.53M in Q2 2013.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.