Savant Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Savant Capital’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	$14M	Buy	136,934 +64,685	+90%	+$6.86M	0.04%	285
2026 Q2	$7.73M	Buy	72,249 +67,701	+1,489%	+$7.38M	0.02%	331
2026 Q1	$496K	Sell	4,548 -1,035	-19%	-$114K	﹤0.01%	915
2025 Q4	$615K	Sell	5,583 -440	-7%	-$48.9K	﹤0.01%	753
2025 Q3	$671K	Buy	6,023 +283	+5%	+$31.1K	﹤0.01%	692
2025 Q2	$629K	Buy	5,740 +113	+2%	+$12.1K	﹤0.01%	670
2025 Q1	$612K	Buy	5,627 +453	+9%	+$48.8K	0.01%	615
2024 Q4	$553K	Buy	+5,174	New	+$566K	﹤0.01%	852

Other funds holding LQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Savant Capital's LQD Position: Q3 2026 in Review

Savant Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 90% in Q3 2026, buying an estimated $6.86M and bringing the position to 136,934 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #285.

Savant Capital first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Savant Capital held 136,934 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $14M as of Q3 2026.
Savant Capital bought 64,685 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.86M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Savant Capital's portfolio in Q3 2026, its #285 holding.
Savant Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.