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Money Design’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Money Design’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
2025
Q2 		$171M Buy
1,558,854
+89,453
+6% +$9.6M 7.98% 3
2025
Q1 		$160M Sell
1,469,401
-830
-0.1% -$89.4K 7.96% 3
2024
Q4 		$157M Buy
1,470,231
+60,163
+4% +$6.58M 8.08% 2
2024
Q3 		$159M Buy
1,410,068
+83,156
+6% +$9.2M 7.93% 1
2024
Q2 		$142M Buy
1,326,912
+68,801
+5% +$7.34M 7.66% 3
2024
Q1 		$137M Buy
1,258,111
+288,093
+30% +$31.3M 7.46% 3
2023
Q4 		$107M Buy
970,018
+281,460
+41% +$29.3M 6.06% 4
2023
Q3 		$70.2M Buy
688,558
+72,089
+12% +$7.6M 4.27% 5
2023
Q2 		$66.7M Buy
616,469
+35,404
+6% +$3.83M 3.95% 6
2023
Q1 		$63.7M Buy
581,065
+52,881
+10% +$5.73M 3.76% 7
2022
Q4 		$55.7M Buy
528,184
+181,113
+52% +$19M 3.49% 8
2022
Q3 		$35.6M Buy
347,071
+31,378
+10% +$3.46M 2.52% 11
2022
Q2 		$34.7M Buy
+315,693
New +$35.6M 2.6% 10
2021
Q3 		– Sell
-7,299
Closed -$981K – 67
2021
Q2 		$981K Sell
7,299
-86,170
-92% -$11.4M 0.1% 49
2021
Q1 		$12.2M Buy
93,469
+9,548
+11% +$1.27M 1.42% 25
2020
Q4 		$11.6M Sell
83,921
-64,573
-43% -$8.79M 1.33% 27
2020
Q3 		$20M Sell
148,494
-49,130
-25% -$6.7M 2.4% 15
2020
Q2 		$26.6M Sell
197,624
-58,174
-23% -$7.56M 3.79% 8
2020
Q1 		$31.6M Buy
255,798
+12,532
+5% +$1.6M 5.59% 4
2019
Q4 		$31.3M Buy
243,266
+28,438
+13% +$3.62M 5.53% 6
2019
Q3 		$27.4M Buy
214,828
+26,325
+14% +$3.32M 5.76% 5
2019
Q2 		$23.4M Buy
188,503
+10,429
+6% +$1.25M 5.58% 7
2019
Q1 		$21.2M Sell
178,074
-58,763
-25% -$6.81M 5.64% 3
2018
Q4 		$26.7M Buy
236,837
+13,738
+6% +$1.54M 8.48% 2
2018
Q3 		$25.6M Buy
223,099
+28,604
+15% +$3.3M 8.18% 2
2018
Q2 		$22.3M Buy
194,495
+31,181
+19% +$3.59M 8.12% 3
2018
Q1 		$19.2M Buy
163,314
+39,886
+32% +$4.71M 7.96% 4
2017
Q4 		$15M Buy
123,428
+34,776
+39% +$4.21M 8.78% 2
2017
Q3 		$10.7M Buy
+88,652
New +$10.7M 9.15% 2

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Money Design's LQD Position: Q2 2025 in Review

Money Design increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 6.1% in Q2 2025, buying an estimated $9.6M and bringing the position to 1,558,854 shares worth $171M. The position accounts for 7.98% of the portfolio, ranked #3.

Money Design first reported a position in LQD in Q3 2017 and has held it in 29 quarters since. 1,045 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • Money Design held 1,558,854 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $171M as of Q2 2025.
  • Money Design bought 89,453 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $9.6M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 7.98% of Money Design's portfolio in Q2 2025, its #3 holding.
  • Money Design first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 29 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.