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Richmond Investment Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Richmond Investment Services’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 		– Sell
-2,639
Closed -$288K – 202
2026
Q1 		$288K Buy
+2,639
New +$291K 0.05% 208

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MYLI
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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

Richmond Investment Services's LQD Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 2,639 shares — an estimated $288K sold.

Richmond Investment Services first reported a position in LQD in Q1 2026 and held it in 1 quarter. The position peaked at $288K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 2,639 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $288K.
  • Richmond Investment Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Richmond Investment Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $288K in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.