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

NorthRock 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	$313K	Buy	2,867 +307	+12%	+$33.5K	﹤0.01%	524
2026 Q1	$279K	Buy	+2,560	New	+$282K	﹤0.01%	542
2025 Q2	–	Sell	-963	Closed	-$105K	–	831
2025 Q1	$105K	Sell	963 -314	-25%	-$33.8K	﹤0.01%	624
2024 Q4	$136K	Sell	1,277 -747	-37%	-$81.7K	﹤0.01%	589
2024 Q3	$229K	Sell	2,024 -1,206	-37%	-$133K	0.01%	577
2024 Q2	$346K	Sell	3,230 -10,362	-76%	-$1.11M	0.01%	433
2024 Q1	$1.48M	Sell	13,592 -2,229	-14%	-$242K	0.06%	154
2023 Q4	$1.75M	Buy	+15,821	New	+$1.65M	0.07%	133
2015 Q3	–	Sell	-2,000	Closed	-$232K	–	52
2015 Q2	$232K	Sell	2,000 -2,000	-50%	-$237K	0.11%	39
2015 Q1	$487K	Sell	4,000 -46	-1%	-$5.58K	0.29%	23
2014 Q4	$483K	Buy	+4,046	New	+$482K	0.3%	24

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

NorthRock Partners's LQD Position: Q2 2026 in Review

NorthRock Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,867 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

NorthRock Partners first reported a position in LQD in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

NorthRock Partners held 2,867 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $313K as of Q2 2026.
NorthRock Partners bought 307 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $33.5K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #524 holding.
NorthRock Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 11 quarters since.
NorthRock Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.75M in Q4 2023.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.