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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Savant Capital's LQD Position: Q2 2026 in Review

Savant Capital increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1,489% in Q2 2026, buying an estimated $7.38M and bringing the position to 72,249 shares worth $7.73M. The position accounts for 0.02% of the portfolio, ranked #331.

Savant Capital first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Savant Capital held 72,249 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.73M as of Q2 2026.
Savant Capital bought 67,701 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.38M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #331 holding.
Savant Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.