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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
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% -$9.96K 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% +$9.63K 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

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
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockingstone Advisors's LQD Position: Q2 2026 in Review

Rockingstone Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.23% in Q2 2026, selling an estimated $1.63K and leaving 6,636 shares worth $724K. The position accounts for 0.29% of the portfolio, ranked #73.

Rockingstone Advisors first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q1 2025. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Rockingstone Advisors held 6,636 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $724K as of Q2 2026.
  • Rockingstone Advisors sold 15 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.63K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.29% of Rockingstone Advisors's portfolio in Q2 2026, its #73 holding.
  • Rockingstone Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $802K in Q1 2025.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.