Rockingstone Advisors
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Rockingstone Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rockingstone Advisors’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 		$665K Sell
6,508
-128
-2% -$13.6K 0.27% 76
2026
Q2 		$724K Sell
6,636
-15
-0.2% -$1.63K 0.29% 73
2026
Q1 		$725K Buy
6,651
+135
+2% +$14.9K 0.33% 73
2025
Q4 		$718K Buy
6,516
+293
+5% +$32.6K 0.33% 72
2025
Q3 		$694K Sell
6,223
-152
-2% -$16.7K 0.34% 71
2025
Q2 		$699K Sell
6,375
-1,008
-14% -$108K 0.37% 68
2025
Q1 		$802K Buy
7,383
+170
+2% +$18.3K 0.36% 67
2024
Q4 		$771K Buy
7,213
+1,711
+31% +$187K 0.34% 70
2024
Q3 		$622K Sell
5,502
-90
-2% -$10K 0.31% 72
2024
Q2 		$599K Sell
5,592
-1,113
-17% -$119K 0.31% 74
2024
Q1 		$730K Sell
6,705
-170
-2% -$18.5K 0.38% 70
2023
Q4 		$761K Buy
6,875
+2,992
+77% +$312K 0.43% 69
2023
Q3 		$396K Sell
3,883
-466
-11% -$49.1K 0.22% 91
2023
Q2 		$470K Buy
4,349
+89
+2% +$9.6K 0.27% 79
2023
Q1 		$467K Buy
4,260
+630
+17% +$68.2K 0.28% 79
2022
Q4 		$383K Buy
+3,630
New +$380K 0.29% 79

Other funds holding LQD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Rockingstone Advisors's LQD Position: Q3 2026 in Review

Rockingstone Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.9% in Q3 2026, selling an estimated $13.6K and leaving 6,508 shares worth $665K. The position accounts for 0.27% of the portfolio, ranked #76.

Rockingstone Advisors first reported a position in LQD in Q4 2022 and has held it in 16 quarters since. The position peaked at $802K in Q1 2025. 730 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Rockingstone Advisors held 6,508 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $665K as of Q3 2026.
  • Rockingstone Advisors sold 128 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $13.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.27% of Rockingstone Advisors's portfolio in Q3 2026, its #76 holding.
  • Rockingstone Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $802K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.