P
LQD icon

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

&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
Q1 		$4.11M Buy
37,749
+279
+0.7% +$30.8K 0.02% 593
2025
Q4 		$4.13M Buy
37,470
+6,170
+20% +$686K 0.02% 564
2025
Q3 		$3.49M Buy
31,300
+7,841
+33% +$862K 0.02% 539
2025
Q2 		$2.57M Buy
23,459
+7,404
+46% +$794K 0.02% 568
2025
Q1 		$1.74M Sell
16,055
-20,481
-56% -$2.21M 0.02% 601
2024
Q4 		$3.88M Buy
36,536
+28,194
+338% +$3.09M 0.05% 322
2024
Q3 		$942K Buy
8,342
+5,225
+168% +$578K 0.02% 589
2024
Q2 		$334K Buy
+3,117
New +$333K 0.01% 680

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return