Joule Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Joule Financial’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	$29.7M	Buy	272,760 +5,556	+2%	+$605K	8.07%	4
2026 Q1	$29.1M	Buy	267,204 +5,522	+2%	+$609K	8.48%	4
2025 Q4	$28.8M	Buy	261,682 +6,462	+3%	+$718K	8.64%	3
2025 Q3	$28.4M	Buy	255,220 +12,436	+5%	+$1.37M	8.52%	3
2025 Q2	$26.6M	Buy	242,784 +5,167	+2%	+$554K	8.64%	3
2025 Q1	$25.8M	Buy	237,617 +8,085	+4%	+$871K	9.06%	3
2024 Q4	$24.5M	Buy	229,532 +16,374	+8%	+$1.79M	8.67%	3
2024 Q3	$24.1M	Buy	213,158 +8,943	+4%	+$989K	8.76%	3
2024 Q2	$21.9M	Buy	204,215 +1,168	+0.6%	+$125K	8.89%	3
2024 Q1	$22.1M	Buy	203,047 +16,661	+9%	+$1.81M	9.11%	3
2023 Q4	$20.6M	Sell	186,386 -2,757	-1%	-$287K	9.58%	3
2023 Q3	$19.3M	Buy	189,143 +19,659	+12%	+$2.07M	9.85%	3
2023 Q2	$18.3M	Buy	169,484 +7,919	+5%	+$856K	9.44%	3
2023 Q1	$17.7M	Buy	161,565 +95,921	+146%	+$10.4M	9.51%	2
2022 Q4	$6.92M	Buy	65,644 +33,932	+107%	+$3.55M	4.59%	5
2022 Q3	$3.25M	Buy	31,712 +19,516	+160%	+$2.15M	2.44%	15
2022 Q2	$1.34M	Buy	+12,196	New	+$1.38M	1.05%	19

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

Joule Financial's LQD Position: Q2 2026 in Review

Joule Financial increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.1% in Q2 2026, buying an estimated $605K and bringing the position to 272,760 shares worth $29.7M. The position accounts for 8.07% of the portfolio, ranked #4.

Joule Financial first reported a position in LQD in Q2 2022 and has held it in 17 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Joule Financial held 272,760 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $29.7M as of Q2 2026.
Joule Financial bought 5,556 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $605K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 8.07% of Joule Financial's portfolio in Q2 2026, its #4 holding.
Joule Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.