McDonald Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

McDonald Partners’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	$335K	Sell	3,078 -4,000	-57%	-$441K	0.08%	175
2025 Q4	$780K	Hold	7,078	–	–	0.25%	100
2025 Q3	$789K	Hold	7,078	–	–	0.24%	103
2025 Q2	$776K	Sell	7,078 -500	-7%	-$53.7K	0.19%	140
2025 Q1	$824K	Buy	7,578 +78	+1%	+$8.4K	0.21%	128
2024 Q4	$801K	Hold	7,500	–	–	0.2%	129
2024 Q3	$847K	Buy	7,500 +500	+7%	+$55.3K	0.21%	124
2024 Q2	$750K	Buy	+7,000	New	+$747K	0.2%	130
2022 Q2	–	Sell	-6,594	Closed	-$797K	–	306
2022 Q1	$797K	Buy	6,594 +2,498	+61%	+$312K	0.17%	154
2021 Q4	$543K	Sell	4,096 -3,152	-43%	-$419K	0.5%	51
2021 Q3	$964K	Sell	7,248 -140	-2%	-$18.9K	0.23%	124
2021 Q2	$993K	Sell	7,388 -70	-0.9%	-$9.23K	0.23%	121
2021 Q1	$970K	Sell	7,458 -18	-0.2%	-$2.4K	0.25%	114
2020 Q4	$1.03M	Buy	+7,476	New	+$1.02M	0.29%	98

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

McDonald Partners's LQD Position: Q1 2026 in Review

McDonald Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 57% in Q1 2026, selling an estimated $441K and leaving 3,078 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #175.

McDonald Partners first reported a position in LQD in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

McDonald Partners held 3,078 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $335K as of Q1 2026.
McDonald Partners sold 4,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $441K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of McDonald Partners's portfolio in Q1 2026, its #175 holding.
McDonald Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 14 quarters since.
McDonald Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.03M in Q4 2020.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.