Lewis Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Lewis Asset Management’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	$624K	Buy	5,725 +8	+0.1%	+$872	0.22%	102
2026 Q1	$623K	Sell	5,717 -445	-7%	-$49.1K	0.25%	96
2025 Q4	$679K	Buy	6,162 +210	+4%	+$23.3K	0.28%	90
2025 Q3	$663K	Buy	5,952 +808	+16%	+$88.8K	0.27%	85
2025 Q2	$564K	Buy	+5,144	New	+$552K	0.27%	92

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lewis Asset Management's LQD Position: Q2 2026 in Review

Lewis Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.14% in Q2 2026, buying an estimated $872 and bringing the position to 5,725 shares worth $624K. The position accounts for 0.22% of the portfolio, ranked #102.

Lewis Asset Management first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q4 2025. 449 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Lewis Asset Management held 5,725 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $624K as of Q2 2026.
Lewis Asset Management bought 8 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $872.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.22% of Lewis Asset Management's portfolio in Q2 2026, its #102 holding.
Lewis Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Lewis Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $679K in Q4 2025.
449 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.