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SONA Asset Management (US)’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SONA Asset Management (US)’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 		$22.8M Sell
209,432
-904,656
-81% -$98.6M 0.48% 42
2026
Q1 		$121M Sell
1,114,088
-5,897,210
-84% -$650M 2.56% 11
2025
Q4 		$773M Buy
7,011,298
+6,615,092
+1,670% +$735M 17.59% 1
2025
Q3 		$44.2M Sell
396,206
-5,377,886
-93% -$591M 1.08% 27
2025
Q2 		$633M Sell
5,774,092
-268,186
-4% -$28.8M 17.79% 1
2025
Q1 		$657M Buy
+6,042,278
New +$651M 19.65% 1
2022
Q4 		– Sell
-375,000
Closed -$38.4M – 276
2022
Q3 		$38.4M Buy
+375,000
New +$41.3M 22.8% 1

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

SONA Asset Management (US)'s LQD Position: Q2 2026 in Review

SONA Asset Management (US) reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 81% in Q2 2026, selling an estimated $98.6M and leaving 209,432 shares worth $22.8M. The position accounts for 0.48% of the portfolio, ranked #42.

SONA Asset Management (US) first reported a position in LQD in Q3 2022 and has held it in 7 quarters since. The position peaked at $773M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • SONA Asset Management (US) held 209,432 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.8M as of Q2 2026.
  • SONA Asset Management (US) sold 904,656 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $98.6M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.48% of SONA Asset Management (US)'s portfolio in Q2 2026, its #42 holding.
  • SONA Asset Management (US) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 7 quarters since.
  • SONA Asset Management (US)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $773M 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 SONA Asset Management (US)'s 13F filing for Q2 2026, filed 14 Aug 2026.