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Rothschild Investment LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rothschild Investment LLC’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 		$219K Hold
2,010
– – 0.01% 835
2026
Q1 		$219K Buy
2,010
+100
+5% +$11K 0.01% 639
2025
Q4 		$210K Hold
1,910
– – 0.01% 605
2025
Q3 		$213K Buy
1,910
+90
+5% +$9.89K 0.01% 584
2025
Q2 		$199K Hold
1,820
– – 0.01% 514
2025
Q1 		$198K Hold
1,820
– – 0.01% 503
2024
Q4 		$194K Sell
1,820
-1,000
-35% -$109K 0.01% 510
2024
Q3 		$319K Hold
2,820
– – 0.02% 420
2024
Q2 		$302K Hold
2,820
– – 0.02% 421
2024
Q1 		$307K Hold
2,820
– – 0.02% 403
2023
Q4 		$312K Buy
+2,820
New +$294K 0.03% 349

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

Rothschild Investment LLC's LQD Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 2,010 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #835.

Rothschild Investment LLC first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Rothschild Investment LLC held 2,010 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $219K as of Q2 2026.
  • Rothschild Investment LLC left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #835 holding.
  • Rothschild Investment LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $319K in Q3 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.