SSW
LQD icon

Smith Shellnut Wilson’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Smith Shellnut Wilson’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 		$251K Buy
+2,300
New +$251K 0.09% 145
2021
Q3 		– Sell
-155
Closed -$21K – 170
2021
Q2 		$21K Buy
+155
New +$20.4K 0.01% 144

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

Smith Shellnut Wilson's LQD Position: Q2 2026 in Review

Smith Shellnut Wilson opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,300 shares worth $251K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings. This is a return to the name: Smith Shellnut Wilson previously reported a position in LQD as recently as Q2 2021.

Smith Shellnut Wilson first reported a position in LQD in Q2 2021 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Smith Shellnut Wilson held 2,300 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $251K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Smith Shellnut Wilson position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Smith Shellnut Wilson's portfolio in Q2 2026, its #145 holding.
  • Smith Shellnut Wilson first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.