SSA
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SSA Swiss Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

SSA Swiss Advisors’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 		$3.68M Buy
33,795
+11,660
+53% +$1.29M 1.71% 21
2025
Q4 		$2.44M Sell
22,135
-16,228
-42% -$1.8M 1.14% 42
2025
Q3 		$4.28M Buy
38,363
+970
+3% +$107K 1.99% 16
2025
Q2 		$4.07M Sell
37,393
-896
-2% -$96.1K 1.96% 17
2025
Q1 		$4.16M Buy
+38,289
New +$4.13M 2.13% 10

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

SSA Swiss Advisors's LQD Position: Q1 2026 in Review

SSA Swiss Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 53% in Q1 2026, buying an estimated $1.29M and bringing the position to 33,795 shares worth $3.68M. The position accounts for 1.71% of the portfolio, ranked #21.

SSA Swiss Advisors first reported a position in LQD in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.28M in Q3 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • SSA Swiss Advisors held 33,795 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.68M as of Q1 2026.
  • SSA Swiss Advisors bought 11,660 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.29M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.71% of SSA Swiss Advisors's portfolio in Q1 2026, its #21 holding.
  • SSA Swiss Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $4.28M in Q3 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.