Sherman Porfolios’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sherman Porfolios’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	$1.34M	Sell	12,251 -375	-3%	-$40.9K	0.1%	72
2026 Q1	$1.38M	Sell	12,626 -45,535	-78%	-$5.02M	0.11%	72
2025 Q4	$6.41M	Buy	58,161 +41,898	+258%	+$4.66M	0.44%	34
2025 Q3	$1.81M	Buy	16,263 +3,084	+23%	+$339K	0.65%	16
2025 Q2	$1.44M	Buy	+13,179	New	+$1.41M	0.57%	18
2024 Q4	$819K	Buy	+7,666	New	+$839K	0.36%	34

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

Sherman Porfolios's LQD Position: Q2 2026 in Review

Sherman Porfolios reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2026, selling an estimated $40.9K and leaving 12,251 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #72.

Sherman Porfolios first reported a position in LQD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.41M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Sherman Porfolios held 12,251 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.34M as of Q2 2026.
Sherman Porfolios sold 375 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $40.9K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Sherman Porfolios's portfolio in Q2 2026, its #72 holding.
Sherman Porfolios first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sherman Porfolios's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $6.41M in Q4 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.