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Sumitomo Mitsui DS Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$221K Sell
2,030
-289
-12% -$31.5K ﹤0.01% 748
2026
Q1 		$253K Sell
2,319
-1,180
-34% -$130K ﹤0.01% 735
2025
Q4 		$386K Buy
3,499
+736
+27% +$81.8K ﹤0.01% 683
2025
Q3 		$308K Buy
2,763
+161
+6% +$17.7K ﹤0.01% 693
2025
Q2 		$285K Sell
2,602
-619
-19% -$66.4K ﹤0.01% 700
2025
Q1 		$350K Buy
+3,221
New +$347K ﹤0.01% 716
2024
Q4 		– Sell
-3,862
Closed -$436K – 784
2024
Q3 		$436K Buy
+3,862
New +$427K ﹤0.01% 710

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

Sumitomo Mitsui DS Asset Management's LQD Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q2 2026, selling an estimated $31.5K and leaving 2,030 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Sumitomo Mitsui DS Asset Management first reported a position in LQD in Q3 2024 and has held it in 7 quarters since. The position peaked at $436K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 2,030 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $221K as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 289 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #748 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Sumitomo Mitsui DS Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $436K in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.