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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Smartleaf Asset Management's LQD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 10% in Q1 2026, selling an estimated $193K and leaving 15,692 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #279.

Smartleaf Asset Management first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.03M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Smartleaf Asset Management held 15,692 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.7M as of Q1 2026.
Smartleaf Asset Management sold 1,749 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $193K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #279 holding.
Smartleaf Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.03M in Q3 2025.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.