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Roman Butler Fullerton & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Roman Butler Fullerton & Co’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 		$1.06M Hold
9,712
– – 0.25% 101
2026
Q1 		$1.06M Buy
9,712
+2,529
+35% +$279K 0.29% 90
2025
Q4 		$796K Buy
7,183
+3,628
+102% +$403K 0.21% 117
2025
Q3 		$399K Buy
+3,555
New +$391K 0.11% 181

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Roman Butler Fullerton & Co's LQD Position: Q2 2026 in Review

Roman Butler Fullerton & Co held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 9,712 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #101.

Roman Butler Fullerton & Co first reported a position in LQD in Q3 2025 and has held it in 4 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Roman Butler Fullerton & Co held 9,712 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.06M as of Q2 2026.
  • Roman Butler Fullerton & Co left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #101 holding.
  • Roman Butler Fullerton & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.