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Operose Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Operose Advisors’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 		$491K Buy
4,506
+1,843
+69% +$201K 0.1% 104
2026
Q1 		$290K Buy
2,663
+3
+0.1% +$331 0.07% 115
2025
Q4 		$293K Buy
2,660
+983
+59% +$109K 0.07% 118
2025
Q3 		$187K Buy
1,677
+247
+17% +$27.2K 0.05% 152
2025
Q2 		$157K Buy
1,430
+301
+27% +$32.3K 0.04% 152
2025
Q1 		$123K Buy
1,129
+964
+584% +$104K 0.04% 156
2024
Q4 		$17.7K Buy
165
+2
+1% +$219 0.01% 276
2024
Q3 		$18.4K Buy
163
+2
+1% +$221 0.01% 412
2024
Q2 		$17.3K Buy
161
+1
+0.6% +$107 0.01% 374
2024
Q1 		$17.4K Buy
+160
New +$17.4K 0.01% 414

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Operose Advisors's LQD Position: Q2 2026 in Review

Operose Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 69% in Q2 2026, buying an estimated $201K and bringing the position to 4,506 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #104.

Operose Advisors first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Operose Advisors held 4,506 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $491K as of Q2 2026.
  • Operose Advisors bought 1,843 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $201K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Operose Advisors's portfolio in Q2 2026, its #104 holding.
  • Operose Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.