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&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
Q2 		$4.47M Buy
41,045
+3,296
+9% +$359K 0.02% 645
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 $1.55T 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

&Partners's LQD Position: Q2 2026 in Review

&Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.7% in Q2 2026, buying an estimated $359K and bringing the position to 41,045 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #645.

&Partners first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • &Partners held 41,045 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.47M as of Q2 2026.
  • &Partners bought 3,296 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $359K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #645 holding.
  • &Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.