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

Robertson Stephens 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	$251K	Buy	2,298 +18	+0.8%	+$1.96K	0.01%	572
2026 Q1	$248K	Hold	2,280	–	–	0.01%	548
2025 Q4	$251K	Hold	2,280	–	–	0.01%	551
2025 Q3	$254K	Sell	2,280 -1	-0%	-$110	0.01%	474
2025 Q2	$250K	Sell	2,281 -1	-0%	-$107	0.01%	489
2025 Q1	$248K	Sell	2,282 -12	-0.5%	-$1.29K	0.01%	487
2024 Q4	$245K	Buy	2,294 +12	+0.5%	+$1.31K	0.01%	512
2024 Q3	$258K	Buy	+2,282	New	+$252K	0.01%	545
2024 Q1	–	Sell	-8,460	Closed	-$936K	–	501
2023 Q4	$936K	Buy	8,460 +4,672	+123%	+$487K	0.06%	232
2023 Q3	$386K	Buy	+3,788	New	+$399K	0.03%	345
2022 Q4	–	Sell	-3,144	Closed	-$322K	–	422
2022 Q3	$322K	Sell	3,144 -7,872	-71%	-$868K	0.03%	269
2022 Q2	$1.21M	Buy	11,016 +7,549	+218%	+$852K	0.11%	143
2022 Q1	$419K	Sell	3,467 -49,169	-93%	-$6.13M	0.04%	269
2021 Q4	$6.97M	Buy	52,636 +46,876	+814%	+$6.23M	0.59%	34
2021 Q3	$766K	Sell	5,760 -12,793	-69%	-$1.73M	0.09%	147
2021 Q2	$2.49M	Buy	18,553 +9,089	+96%	+$1.2M	0.3%	62
2021 Q1	$1.23M	Sell	9,464 -23,788	-72%	-$3.16M	0.2%	87
2020 Q4	$4.59M	Buy	33,252 +9,198	+38%	+$1.25M	0.96%	24
2020 Q3	$3.24M	Sell	24,054 -15,503	-39%	-$2.11M	0.8%	27
2020 Q2	$5.32M	Buy	39,557 +22,656	+134%	+$2.95M	1.53%	17
2020 Q1	$2.09M	Sell	16,901 -11,457	-40%	-$1.46M	0.71%	37
2019 Q4	$3.63M	Buy	28,358 +12,811	+82%	+$1.63M	1.83%	13
2019 Q3	$1.98M	Sell	15,547 -28,566	-65%	-$3.6M	1%	26
2019 Q2	$5.49M	Buy	44,113 +25,119	+132%	+$3.02M	5.34%	4
2019 Q1	$2.26M	Buy	+18,994	New	+$2.2M	1.93%	17

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Robertson Stephens Wealth Management's LQD Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.79% in Q2 2026, buying an estimated $1.96K and bringing the position to 2,298 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #572.

Robertson Stephens Wealth Management first reported a position in LQD in Q1 2019 and has held it in 25 quarters since. The position peaked at $6.97M in Q4 2021. 452 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Robertson Stephens Wealth Management held 2,298 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $251K as of Q2 2026.
Robertson Stephens Wealth Management bought 18 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.96K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #572 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
Robertson Stephens Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.97M in Q4 2021.
452 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.