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Principal Securities’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Principal Securities’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 		$17.6M Buy
161,491
+21,756
+16% +$2.37M 0.21% 87
2026
Q1 		$15.2M Sell
139,735
-57,247
-29% -$6.31M 0.22% 86
2025
Q4 		$21.7M Sell
196,982
-5,901
-3% -$656K 0.33% 55
2025
Q3 		$22.6M Buy
202,883
+46,489
+30% +$5.11M 0.37% 53
2025
Q2 		$17.1M Buy
156,394
+91,622
+141% +$9.83M 0.32% 57
2025
Q1 		$6.92M Buy
64,772
+205
+0.3% +$22.1K 0.15% 130
2024
Q4 		$6.9M Buy
64,567
+60,539
+1,503% +$6.62M 0.16% 129
2024
Q3 		$455K Sell
4,028
-32,099
-89% -$3.55M 0.01% 791
2024
Q2 		$3.87M Buy
36,127
+13,490
+60% +$1.44M 0.11% 177
2024
Q1 		$2.47M Buy
22,637
+5,483
+32% +$596K 0.08% 243
2023
Q4 		$1.9M Buy
+17,154
New +$1.79M 0.07% 267

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

Principal Securities's LQD Position: Q2 2026 in Review

Principal Securities increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q2 2026, buying an estimated $2.37M and bringing the position to 161,491 shares worth $17.6M. The position accounts for 0.21% of the portfolio, ranked #87.

Principal Securities first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.6M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Principal Securities held 161,491 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $17.6M as of Q2 2026.
  • Principal Securities bought 21,756 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.37M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.21% of Principal Securities's portfolio in Q2 2026, its #87 holding.
  • Principal Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.6M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.