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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
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

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

Savant Capital's LQD Position: Q1 2026 in Review

Savant Capital reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 19% in Q1 2026, selling an estimated $114K and leaving 4,548 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Savant Capital first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $671K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Savant Capital held 4,548 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $496K as of Q1 2026.
  • Savant Capital sold 1,035 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $114K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #915 holding.
  • Savant Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Savant Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $671K in Q3 2025.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.