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Regatta Research & Money Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Regatta Research & Money 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 		$23.3K Buy
+214
New +$23.3K 0.02% 393

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
N
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Regatta Research & Money Management's LQD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 214 shares worth $23.3K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

879 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Regatta Research & Money Management held 214 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.3K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #393 holding.
  • 879 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.