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

Perennial Investment 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
Q1 		$2.01M Sell
18,457
-318
-2% -$35.1K 0.16% 112
2025
Q4 		$2.07M Sell
18,775
-1,271
-6% -$141K 0.16% 109
2025
Q3 		$2.23M Buy
20,046
+1,705
+9% +$187K 0.18% 103
2025
Q2 		$2.01M Buy
18,341
+2,351
+15% +$252K 0.19% 104
2025
Q1 		$1.74M Buy
15,990
+3,879
+32% +$418K 0.2% 97
2024
Q4 		$1.29M Buy
12,111
+2,105
+21% +$230K 0.15% 116
2024
Q3 		$1.13M Buy
10,006
+6,797
+212% +$752K 0.15% 116
2024
Q2 		$344K Buy
+3,209
New +$342K 0.05% 262
2024
Q1 		– Sell
-2,273
Closed -$252K – 374
2023
Q4 		$252K Buy
+2,273
New +$237K 0.04% 278
2021
Q2 		– Sell
-1,840
Closed -$239K – 225
2021
Q1 		$239K Sell
1,840
-2,482
-57% -$330K 0.09% 164
2020
Q4 		$597K Sell
4,322
-255
-6% -$34.7K 0.26% 82
2020
Q3 		$620K Buy
4,577
+1,559
+52% +$213K 0.31% 73
2020
Q2 		$406K Buy
+3,018
New +$392K 0.27% 71

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 $5.72T 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 $871B 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

Perennial Investment Advisors's LQD Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.7% in Q1 2026, selling an estimated $35.1K and leaving 18,457 shares worth $2.01M. The position accounts for 0.16% of the portfolio, ranked #112.

Perennial Investment Advisors first reported a position in LQD in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.23M in Q3 2025. 1,097 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Perennial Investment Advisors held 18,457 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.01M as of Q1 2026.
  • Perennial Investment Advisors sold 318 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $35.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Perennial Investment Advisors's portfolio in Q1 2026, its #112 holding.
  • Perennial Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • Perennial Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.23M in Q3 2025.
  • 1,097 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.