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Sharper & Granite’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sharper & Granite’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 		$2.22M Buy
20,320
+235
+1% +$25.6K 0.69% 44
2026
Q1 		$2.19M Buy
20,085
+13,470
+204% +$1.49M 0.75% 42
2025
Q4 		$729K Buy
6,615
+707
+12% +$78.6K 0.26% 69
2025
Q3 		$659K Buy
5,908
+208
+4% +$22.9K 0.24% 72
2025
Q2 		$623K Sell
5,700
-350
-6% -$37.6K 0.24% 75
2025
Q1 		$658K Buy
6,050
+500
+9% +$53.9K 0.27% 74
2024
Q4 		$593K Buy
5,550
+230
+4% +$25.2K 0.26% 75
2024
Q3 		$601K Sell
5,320
-860
-14% -$95.1K 0.27% 75
2024
Q2 		$662K Sell
6,180
-3,185
-34% -$340K 0.32% 69
2024
Q1 		$1M Hold
9,365
– – 0.48% 58
2023
Q4 		$1.04M Sell
9,365
-35
-0.4% -$3.65K 0.54% 58
2023
Q3 		$959K Sell
9,400
-380
-4% -$40.1K 0.56% 52
2023
Q2 		$1.06M Sell
9,780
-200
-2% -$21.6K 0.61% 53
2023
Q1 		$1.09M Sell
9,980
-620
-6% -$67.1K 0.66% 48
2022
Q4 		$1.12M Buy
+10,600
New +$1.11M 0.74% 44

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Sharper & Granite's LQD Position: Q2 2026 in Review

Sharper & Granite increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.2% in Q2 2026, buying an estimated $25.6K and bringing the position to 20,320 shares worth $2.22M. The position accounts for 0.69% of the portfolio, ranked #44.

Sharper & Granite first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sharper & Granite held 20,320 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.22M as of Q2 2026.
  • Sharper & Granite bought 235 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.6K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.69% of Sharper & Granite's portfolio in Q2 2026, its #44 holding.
  • Sharper & Granite first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.