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Rossby Financial’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rossby Financial’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
Q1 		$138K Buy
1,266
+997
+371% +$110K 0.03% 468
2025
Q4 		$29.6K Buy
269
+25
+10% +$2.78K 0.01% 642
2025
Q3 		$27.2K Buy
244
+77
+46% +$8.46K 0.01% 651
2025
Q2 		$18.3K Buy
167
+59
+55% +$6.33K 0.01% 668
2025
Q1 		$11.7K Buy
+108
New +$11.6K ﹤0.01% 695

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Rossby Financial's LQD Position: Q1 2026 in Review

Rossby Financial increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 371% in Q1 2026, buying an estimated $110K and bringing the position to 1,266 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #468.

Rossby Financial first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Rossby Financial held 1,266 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $138K as of Q1 2026.
  • Rossby Financial bought 997 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $110K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #468 holding.
  • Rossby Financial first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.