PAYA
LQD icon

Phil A. Younker & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Phil A. Younker & Associates’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 		$3.27M Hold
30,015
– – 2.21% 10
2026
Q1 		$3.27M Buy
30,015
+21,042
+235% +$2.32M 2.18% 9
2025
Q4 		$989K Hold
8,973
– – 0.69% 17
2025
Q3 		$1M Buy
+8,973
New +$986K 0.77% 14

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

Phil A. Younker & Associates's LQD Position: Q2 2026 in Review

Phil A. Younker & Associates held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 30,015 shares worth $3.27M. The position accounts for 2.21% of the portfolio, ranked #10.

Phil A. Younker & Associates first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Phil A. Younker & Associates held 30,015 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.27M as of Q2 2026.
  • Phil A. Younker & Associates left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.21% of Phil A. Younker & Associates's portfolio in Q2 2026, its #10 holding.
  • Phil A. Younker & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.