SBI Securities’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SBI Securities’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	$4.42M	Sell	40,533 -4,429	-10%	-$483K	0.1%	110
2026 Q1	$4.9M	Sell	44,962 -5,879	-12%	-$648K	0.13%	91
2025 Q4	$5.6M	Buy	50,841 +8,379	+20%	+$932K	0.14%	88
2025 Q3	$4.73M	Buy	42,462 +3,303	+8%	+$363K	0.12%	106
2025 Q2	$4.29M	Buy	39,159 +2,528	+7%	+$271K	0.12%	104
2025 Q1	$3.98M	Buy	36,631 +2,797	+8%	+$301K	0.13%	104
2024 Q4	$3.61M	Buy	+33,834	New	+$3.7M	0.11%	114

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

SBI Securities's LQD Position: Q2 2026 in Review

SBI Securities reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.9% in Q2 2026, selling an estimated $483K and leaving 40,533 shares worth $4.42M. The position accounts for 0.1% of the portfolio, ranked #110.

SBI Securities first reported a position in LQD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.6M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

SBI Securities held 40,533 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.42M as of Q2 2026.
SBI Securities sold 4,429 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $483K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of SBI Securities's portfolio in Q2 2026, its #110 holding.
SBI Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.6M in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.