Ritholtz Wealth Management
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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
Q3 		$32.4M Sell
316,968
-58,856
-16% -$6.24M 0.47% 28
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 		$3.3M 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ritholtz Wealth Management's LQD Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q3 2026, selling an estimated $6.24M and leaving 316,968 shares worth $32.4M. The position accounts for 0.47% of the portfolio, ranked #28.

Ritholtz Wealth Management first reported a position in LQD in Q1 2020 and has held it in 21 quarters since. The position peaked at $41M in Q2 2026. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Ritholtz Wealth Management held 316,968 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $32.4M as of Q3 2026.
  • Ritholtz Wealth Management sold 58,856 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.24M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.47% of Ritholtz Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Ritholtz Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $41M in Q2 2026.
  • 917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.