Ritholtz Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Ritholtz Wealth Management’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	$41M	Buy	375,824 +19,443	+5%	+$2.12M	0.61%	25
2026 Q1	$38.8M	Buy	356,381 +13,308	+4%	+$1.47M	0.67%	24
2025 Q4	$37.8M	Buy	343,073 +14,827	+5%	+$1.65M	0.69%	23
2025 Q3	$36.6M	Buy	328,246 +37,608	+13%	+$4.13M	0.71%	22
2025 Q2	$31.9M	Buy	290,638 +24,111	+9%	+$2.59M	0.7%	21
2025 Q1	$29M	Buy	266,527 +11,508	+5%	+$1.24M	0.87%	17
2024 Q4	$27.2M	Buy	255,019 +5,476	+2%	+$599K	0.8%	19
2024 Q3	$28.2M	Buy	249,543 +12,046	+5%	+$1.33M	0.85%	19
2024 Q2	$25.4M	Buy	237,497 +10,038	+4%	+$1.07M	0.84%	20
2024 Q1	$24.8M	Buy	+227,459	New	+$24.7M	0.85%	19
2023 Q4	–	Sell	-2,472	Closed	-$252K	–	778
2023 Q3	$252K	Buy	+2,472	New	+$261K	0.01%	585
2022 Q2	–	Sell	-62,002	Closed	-$7.5M	–	573
2022 Q1	$7.5M	Buy	62,002 +2,013	+3%	+$251K	0.51%	24
2021 Q4	$7.95M	Buy	59,989 +4,365	+8%	+$580K	0.49%	22
2021 Q3	$7.4M	Buy	55,624 +2,941	+6%	+$397K	0.51%	21
2021 Q2	$7.08M	Buy	52,683 +19,717	+60%	+$2.6M	0.51%	19
2021 Q1	$4.29M	Buy	32,966 +6,643	+25%	+$884K	0.36%	26
2020 Q4	$3.64M	Buy	26,323 +1,789	+7%	+$244K	0.35%	28
2020 Q3	$3.31M	Buy	24,534 +2,944	+14%	+$401K	0.37%	28
2020 Q2	$2.9M	Buy	21,590 +7,366	+52%	+$958K	0.37%	31
2020 Q1	$1.76M	Buy	+14,224	New	+$1.81M	0.28%	33

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Ritholtz Wealth Management's LQD Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.5% in Q2 2026, buying an estimated $2.12M and bringing the position to 375,824 shares worth $41M. The position accounts for 0.61% of the portfolio, ranked #25.

Ritholtz Wealth Management first reported a position in LQD in Q1 2020 and has held it in 20 quarters since. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Ritholtz Wealth Management held 375,824 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $41M as of Q2 2026.
Ritholtz Wealth Management bought 19,443 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.12M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.61% of Ritholtz Wealth Management's portfolio in Q2 2026, its #25 holding.
Ritholtz Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 20 quarters since.
1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.