Simon Quick Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Simon Quick Advisors’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	$1.39M	Sell	12,764 -545	-4%	-$59.4K	0.06%	176
2026 Q1	$1.45M	Buy	13,309 +845	+7%	+$93.2K	0.07%	167
2025 Q4	$1.37M	Sell	12,464 -65	-0.5%	-$7.23K	0.06%	165
2025 Q3	$1.4M	Buy	12,529 +442	+4%	+$48.6K	0.06%	166
2025 Q2	$1.32M	Buy	+12,087	New	+$1.3M	0.07%	160
2022 Q2	–	Sell	-176	Closed	-$21K	–	303
2022 Q1	$21K	Hold	176	–	–	0.01%	274
2021 Q4	$23K	Buy	176 +2	+1%	+$266	0.01%	277
2021 Q3	$23K	Hold	174	–	–	0.01%	306
2021 Q2	$23K	Buy	174 +118	+211%	+$15.6K	0.01%	324
2021 Q1	$7K	Sell	56 -221	-80%	-$29.4K	﹤0.01%	403
2020 Q4	$38K	Sell	277 -495	-64%	-$67.4K	0.01%	269
2020 Q3	$104K	Buy	+772	New	+$105K	0.03%	130
2019 Q3	–	Sell	-56	Closed	-$6.96K	–	459
2019 Q2	$6.96K	Buy	+56	New	+$6.72K	﹤0.01%	252

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

Simon Quick Advisors's LQD Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.1% in Q2 2026, selling an estimated $59.4K and leaving 12,764 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #176.

Simon Quick Advisors first reported a position in LQD in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.45M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Simon Quick Advisors held 12,764 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.39M as of Q2 2026.
Simon Quick Advisors sold 545 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $59.4K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Simon Quick Advisors's portfolio in Q2 2026, its #176 holding.
Simon Quick Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 13 quarters since.
Simon Quick Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.45M in Q1 2026.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.