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Joseph P. Lucia & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Joseph P. Lucia & 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 		$4.96M Buy
45,485
+2,711
+6% +$295K 1.49% 19
2026
Q1 		$4.66M Buy
42,774
+2,852
+7% +$314K 1.67% 19
2025
Q4 		$4.4M Buy
39,922
+5,741
+17% +$638K 1.59% 19
2025
Q3 		$3.81M Buy
34,181
+177
+0.5% +$19.5K 1.44% 20
2025
Q2 		$3.73M Buy
34,004
+362
+1% +$38.8K 1.53% 19
2025
Q1 		$3.66M Buy
33,642
+625
+2% +$67.3K 1.67% 18
2024
Q4 		$3.53M Buy
33,017
+5,276
+19% +$577K 1.57% 20
2024
Q3 		$3.13M Buy
27,741
+8,359
+43% +$925K 1.44% 22
2024
Q2 		$2.08M Buy
19,382
+1,176
+6% +$126K 1.06% 31
2024
Q1 		$1.98M Buy
18,206
+14,859
+444% +$1.61M 1.06% 35
2023
Q4 		$370K Sell
3,347
-217
-6% -$22.6K 0.23% 82
2023
Q3 		$364K Buy
3,564
+360
+11% +$38K 0.25% 81
2023
Q2 		$347K Hold
3,204
– – 0.23% 86
2023
Q1 		$351K Sell
3,204
-178
-5% -$19.3K 0.24% 82
2022
Q4 		$357K Hold
3,382
– – 0.27% 81
2022
Q3 		$347K Buy
3,382
+25
+0.7% +$2.76K 0.27% 77
2022
Q2 		$369K Sell
3,357
-330
-9% -$37.3K 0.26% 71
2022
Q1 		$446K Sell
3,687
-3,211
-47% -$401K 0.27% 70
2021
Q4 		$914K Sell
6,898
-1,439
-17% -$191K 0.58% 48
2021
Q3 		$1.11M Sell
8,337
-413
-5% -$55.8K 0.66% 44
2021
Q2 		$1.18M Buy
8,750
+285
+3% +$37.6K 0.7% 40
2021
Q1 		$1.1M Buy
8,465
+471
+6% +$62.7K 0.49% 47
2020
Q4 		$1.1M Buy
7,994
+598
+8% +$81.4K 0.77% 44
2020
Q3 		$996K Buy
7,396
+845
+13% +$115K 0.93% 39
2020
Q2 		$881K Buy
6,551
+4,579
+232% +$595K 0.79% 40
2020
Q1 		$244K Buy
1,972
+166
+9% +$21.2K 0.27% 73
2019
Q4 		$231K Sell
1,806
-131
-7% -$16.7K 0.21% 82
2019
Q3 		$247K Sell
1,937
-274
-12% -$34.5K 0.25% 78
2019
Q2 		$275K Sell
2,211
-186,006
-99% -$22.3M 0.29% 76
2019
Q1 		$1.59K Buy
+188,217
New +$21.8M 0.12% 94

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

Joseph P. Lucia & Associates's LQD Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.3% in Q2 2026, buying an estimated $295K and bringing the position to 45,485 shares worth $4.96M. The position accounts for 1.49% of the portfolio, ranked #19.

Joseph P. Lucia & Associates first reported a position in LQD in Q1 2019 and has held it in 30 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Joseph P. Lucia & Associates held 45,485 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.96M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 2,711 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $295K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.49% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #19 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.