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Kohmann Bosshard Financial Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-989
Closed -$109K – 435
2025
Q4 		$109K Buy
+989
New +$110K 0.01% 385
2025
Q1 		– Sell
-575
Closed -$61.4K – 568
2024
Q4 		$61.4K Buy
+575
New +$62.9K 0.01% 306
2022
Q4 		– Sell
-3,105
Closed -$318K – 162
2022
Q3 		$318K Sell
3,105
-1,264
-29% -$139K 0.07% 99
2022
Q2 		$481K Hold
4,369
– – 0.11% 76
2022
Q1 		$528K Hold
4,369
– – 0.1% 75
2021
Q4 		$579K Hold
4,369
– – 0.12% 65
2021
Q3 		$581K Hold
4,369
– – 0.13% 63
2021
Q2 		$587K Sell
4,369
-843
-16% -$111K 0.13% 62
2021
Q1 		$678K Sell
5,212
-128
-2% -$17K 0.18% 57
2020
Q4 		$738K Sell
5,340
-800
-13% -$109K 0.23% 52
2020
Q3 		$827K Hold
6,140
– – 0.3% 49
2020
Q2 		$826K Buy
6,140
+1,083
+21% +$141K 0.31% 49
2020
Q1 		$625K Hold
5,057
– – 0.27% 51
2019
Q4 		$647K Hold
5,057
– – 0.24% 47
2019
Q3 		$645K Hold
5,057
– – 0.25% 46
2019
Q2 		$629K Hold
5,057
– – 0.26% 46
2019
Q1 		$602K Sell
5,057
-277
-5% -$32.1K 0.28% 48
2018
Q4 		$602K Sell
5,334
-164
-3% -$18.4K 0.33% 46
2018
Q3 		$632K Buy
5,498
+27
+0.5% +$3.11K 0.31% 38
2018
Q2 		$627K Sell
5,471
-109
-2% -$12.6K 0.35% 36
2018
Q1 		$655K Sell
5,580
-77
-1% -$9.1K 0.39% 35
2017
Q4 		$688K Sell
5,657
-535
-9% -$64.7K 0.44% 36
2017
Q3 		$751K Buy
+6,192
New +$748K 0.53% 35
2017
Q1 		$725K Sell
6,145
-974
-14% -$114K 0.62% 35
2016
Q4 		$834K Buy
+7,119
New +$846K 0.78% 31

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Kohmann Bosshard Financial Services's LQD Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 989 shares — an estimated $109K sold.

Kohmann Bosshard Financial Services first reported a position in LQD in Q4 2016 and held it in 25 quarters. The position peaked at $834K in Q4 2016. 1,105 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 989 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $109K.
  • Kohmann Bosshard Financial Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 25 quarters.
  • Kohmann Bosshard Financial Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $834K in Q4 2016.
  • 1,105 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.