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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

McDonald Partners's LQD Position: Q2 2026 in Review

McDonald Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 79% in Q2 2026, buying an estimated $264K and bringing the position to 5,505 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #138.

McDonald Partners first reported a position in LQD in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2020. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

McDonald Partners held 5,505 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $600K as of Q2 2026.
McDonald Partners bought 2,427 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $264K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.15% of McDonald Partners's portfolio in Q2 2026, its #138 holding.
McDonald Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 15 quarters since.
McDonald Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.03M in Q4 2020.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.