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 Q3	$724K	Buy	7,081 +1,576	+29%	+$167K	0.17%	121
2026 Q2	$600K	Buy	5,505 +2,427	+79%	+$264K	0.15%	138
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

North Dakota State Investment Board Bismarck, North Dakota $2.55B AUM 30.23% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

McDonald Partners's LQD Position: Q3 2026 in Review

McDonald Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q3 2026, buying an estimated $167K and bringing the position to 7,081 shares worth $724K. The position accounts for 0.17% of the portfolio, ranked #121.

McDonald Partners first reported a position in LQD in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2020. 599 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

McDonald Partners held 7,081 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $724K as of Q3 2026.
McDonald Partners bought 1,576 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $167K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.17% of McDonald Partners's portfolio in Q3 2026, its #121 holding.
McDonald Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
McDonald Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.03M in Q4 2020.
599 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.