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Smartleaf Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Smartleaf Asset Management’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 		$1.72M Hold
15,692
– – 0.06% 295
2026
Q1 		$1.7M Sell
15,692
-1,749
-10% -$193K 0.06% 279
2025
Q4 		$1.93M Sell
17,441
-721
-4% -$80.2K 0.07% 238
2025
Q3 		$2.03M Buy
18,162
+2,084
+13% +$229K 0.13% 184
2025
Q2 		$1.75M Buy
16,078
+2,202
+16% +$236K 0.15% 144
2025
Q1 		$1.51M Buy
13,876
+3,198
+30% +$345K 0.15% 162
2024
Q4 		$1.14M Sell
10,678
-362
-3% -$39.6K 0.12% 186
2024
Q3 		$1.25M Buy
11,040
+870
+9% +$96.3K 0.15% 152
2024
Q2 		$1.1M Sell
10,170
-3,772
-27% -$403K 0.18% 131
2024
Q1 		$1.52M Sell
13,942
-242
-2% -$26.3K 0.29% 78
2023
Q4 		$1.58M Buy
+14,184
New +$1.48M 0.42% 56

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

Smartleaf Asset Management's LQD Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 15,692 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #295.

Smartleaf Asset Management first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Smartleaf Asset Management held 15,692 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.72M as of Q2 2026.
  • Smartleaf Asset Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #295 holding.
  • Smartleaf Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.03M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.