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

Spectrum Asset Management (California)’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 		$9.48M Buy
+86,909
New +$9.47M 2.63% 9
2021
Q4 		– Sell
-1,517
Closed -$202K – 126
2021
Q3 		$202K Sell
1,517
-345
-19% -$46.6K 0.06% 113
2021
Q2 		$250K Sell
1,862
-47,528
-96% -$6.27M 0.07% 109
2021
Q1 		$6.42M Sell
49,390
-29,621
-37% -$3.94M 1.98% 12
2020
Q4 		$10.9M Buy
79,011
+35,930
+83% +$4.89M 3.9% 6
2020
Q3 		$5.8M Buy
+43,081
New +$5.87M 2.43% 11

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

Spectrum Asset Management (California)'s LQD Position: Q2 2026 in Review

Spectrum Asset Management (California) opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 86,909 shares worth $9.48M. The stake represents 2.63% of the portfolio and ranks #9 among its holdings. This is a return to the name: Spectrum Asset Management (California) previously reported a position in LQD as recently as Q3 2021.

Spectrum Asset Management (California) first reported a position in LQD in Q3 2020 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2020. 1,119 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Spectrum Asset Management (California) held 86,909 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.48M as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Spectrum Asset Management (California) position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.63% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #9 holding.
  • Spectrum Asset Management (California) first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 6 quarters since.
  • Spectrum Asset Management (California)'s iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.9M in Q4 2020.
  • 1,119 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.