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	$109M	Buy	+1,000,000	New	+$109M	2.29%	8
2025 Q4	–	Sell	-2,000,000	Closed	-$223M	–	184
2025 Q3	$223M	Buy	+2,000,000	New	+$220M	5.44%	4
2024 Q4	–	Sell	-4,500,000	Closed	-$508M	–	108
2024 Q3	$508M	Hold	4,500,000	–	–	11.63%	2
2024 Q2	$482M	Buy	4,500,000 +2,200,000	+96%	+$235M	15.05%	3
2024 Q1	$251M	Buy	+2,300,000	New	+$250M	8.39%	3
2022 Q1	–	Sell	-341,100	Closed	-$202K	–	268
2021 Q4	$202K	Buy	+341,100	New	+$45.3M	0.11%	135

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

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. 1,114 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.
1,114 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.