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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
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

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

Ridgewood Investments's LQD Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 21% in Q2 2026, selling an estimated $126K and leaving 4,295 shares worth $468K. The position accounts for 0.18% of the portfolio, ranked #149.

Ridgewood Investments first reported a position in LQD in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q1 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Ridgewood Investments held 4,295 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $468K as of Q2 2026.
  • Ridgewood Investments sold 1,156 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $126K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Ridgewood Investments's portfolio in Q2 2026, its #149 holding.
  • Ridgewood Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Ridgewood Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.01M in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.