RMP
LQD icon

Richards, Merrill & Peterson’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-50
Closed -$5.51K – 290
2025
Q4 		$5.51K Buy
+50
New +$5.56K ﹤0.01% 264

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Richards, Merrill & Peterson's LQD Position: Q1 2026 in Review

Richards, Merrill & Peterson sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 50 shares — an estimated $5.51K sold.

Richards, Merrill & Peterson first reported a position in LQD in Q4 2025 and held it in 1 quarter. The position peaked at $5.51K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Richards, Merrill & Peterson reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 50 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $5.51K.
  • Richards, Merrill & Peterson first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.51K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2026, filed 17 Apr 2026.