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 Q3	$5.43M	Buy	53,180 +12,647	+31%	+$1.34M	0.12%	90
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

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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $291M AUM 14.48% 1-Year Est. Return

SBI Securities's LQD Position: Q3 2026 in Review

SBI Securities increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 31% in Q3 2026, buying an estimated $1.34M and bringing the position to 53,180 shares worth $5.43M. The position accounts for 0.12% of the portfolio, ranked #90.

SBI Securities first reported a position in LQD in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.6M in Q4 2025. 298 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

SBI Securities held 53,180 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $5.43M as of Q3 2026.
SBI Securities bought 12,647 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.34M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of SBI Securities's portfolio in Q3 2026, its #90 holding.
SBI Securities first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $5.6M in Q4 2025.
298 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.