Ridgewood Investments’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ridgewood Investments’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 Q3	$388K	Sell	3,793 -502	-12%	-$53.2K	0.14%	168
2026 Q2	$468K	Sell	4,295 -1,156	-21%	-$126K	0.18%	149
2026 Q1	$594K	Buy	+5,451	New	+$601K	0.24%	122
2025 Q3	$783K	Buy	7,021 +340	+5%	+$37.4K	0.33%	92
2025 Q2	$732K	Sell	6,681 -347	-5%	-$37.2K	0.32%	87
2025 Q1	$764K	Sell	7,028 -383	-5%	-$41.3K	0.36%	84
2024 Q4	$792K	Sell	7,411 -1,269	-15%	-$139K	0.38%	80
2024 Q3	$981K	Sell	8,680 -470	-5%	-$52K	0.49%	63
2024 Q2	$980K	Sell	9,150 -166	-2%	-$17.7K	0.49%	58
2024 Q1	$1.01M	Buy	9,316 +1,247	+15%	+$136K	0.54%	57
2023 Q4	$893K	Buy	8,069 +814	+11%	+$84.8K	0.53%	61
2023 Q3	$740K	Sell	7,255 -15	-0.2%	-$1.58K	0.49%	69
2023 Q2	$786K	Buy	7,270 +863	+13%	+$93.3K	0.45%	59
2023 Q1	$702K	Buy	6,407 +582	+10%	+$63K	0.43%	63
2022 Q4	$614K	Sell	5,825 -72	-1%	-$7.54K	0.44%	78
2022 Q3	$604K	Buy	5,897 +460	+8%	+$50.7K	0.5%	63
2022 Q2	$598K	Buy	5,437 +221	+4%	+$25K	0.47%	69
2022 Q1	$631K	Buy	5,216 +245	+5%	+$30.6K	0.41%	83
2021 Q4	$659K	Buy	4,971 +372	+8%	+$49.4K	0.42%	83
2021 Q3	$612K	Buy	4,599 +473	+11%	+$63.9K	0.41%	85
2021 Q2	$554K	Sell	4,126 -603	-13%	-$79.5K	0.36%	99
2021 Q1	$615K	Buy	4,729 +1,653	+54%	+$220K	0.38%	94
2020 Q4	$414K	Hold	3,076	–	–	0.33%	102
2020 Q3	$414K	Buy	3,076 +412	+15%	+$56.2K	0.32%	103
2020 Q2	$358K	Buy	+2,664	New	+$346K	0.3%	116

Other funds holding LQD

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ridgewood Investments's LQD Position: Q3 2026 in Review

Ridgewood Investments reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q3 2026, selling an estimated $53.2K and leaving 3,793 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #168.

Ridgewood Investments first reported a position in LQD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q1 2024. 14 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Ridgewood Investments held 3,793 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $388K as of Q3 2026.
Ridgewood Investments sold 502 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $53.2K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Ridgewood Investments's portfolio in Q3 2026, its #168 holding.
Ridgewood Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Ridgewood Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.01M in Q1 2024.
14 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.