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

Tucker 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 		$22.8K Sell
209
-746
-78% -$81.3K 0.01% 298
2026
Q1 		$104K Sell
955
-375
-28% -$41.3K 0.03% 179
2025
Q4 		$147K Buy
1,330
+1,110
+505% +$123K 0.04% 147
2025
Q3 		$24.5K Buy
+220
New +$24.2K 0.01% 225
2025
Q1 		– Sell
-30
Closed -$3.21K – 650
2024
Q4 		$3.21K Hold
30
– – ﹤0.01% 1101
2024
Q3 		$3.39K Hold
30
– – ﹤0.01% 1036
2024
Q2 		$3.21K Sell
30
-2,595
-99% -$277K ﹤0.01% 1196
2024
Q1 		$286K Buy
2,625
+2,595
+8,650% +$282K 0.07% 127
2023
Q4 		$3.32K Hold
30
– – ﹤0.01% 1009
2023
Q3 		$3.06K Sell
30
-16
-35% -$1.69K ﹤0.01% 941
2023
Q2 		$4.97K Sell
46
-7
-13% -$757 ﹤0.01% 680
2023
Q1 		$5.81K Sell
53
-331
-86% -$35.8K ﹤0.01% 672
2022
Q4 		$40.7K Buy
384
+354
+1,180% +$37.1K 0.01% 169
2022
Q3 		$3.04K Sell
30
-20
-40% -$2.21K ﹤0.01% 510
2022
Q2 		$5.5K Buy
50
+20
+67% +$2.26K ﹤0.01% 319
2022
Q1 		$3.63K Sell
30
-409
-93% -$51K ﹤0.01% 355
2021
Q4 		$58.3K Hold
439
– – 0.02% 79
2021
Q3 		$58.6K Sell
439
-1
-0.2% -$135 0.02% 77
2021
Q2 		$59.1K Sell
440
-1,787
-80% -$236K 0.03% 54
2021
Q1 		$290K Buy
2,227
+1,581
+245% +$210K 0.15% 16
2020
Q4 		$89.2K Buy
+646
New +$88K 0.05% 39

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

Tucker Asset Management's LQD Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 78% in Q2 2026, selling an estimated $81.3K and leaving 209 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #298.

Tucker Asset Management first reported a position in LQD in Q4 2020 and has held it in 21 quarters since. The position peaked at $290K in Q1 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Tucker Asset Management held 209 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.8K as of Q2 2026.
  • Tucker Asset Management sold 746 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $81.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #298 holding.
  • Tucker Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $290K in Q1 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.