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

Van Hulzen 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
Q1 		$1.17M Sell
10,781
-3,739
-26% -$412K 0.09% 143
2025
Q4 		$1.6M Sell
14,520
-135
-0.9% -$15K 0.12% 118
2025
Q3 		$1.63M Sell
14,655
-1,618
-10% -$178K 0.12% 119
2025
Q2 		$1.78M Buy
16,273
+10
+0.1% +$1.07K 0.15% 109
2025
Q1 		$1.77M Sell
16,263
-3,481
-18% -$375K 0.16% 111
2024
Q4 		$2.11M Sell
19,744
-1,212
-6% -$133K 0.15% 109
2024
Q3 		$2.37M Sell
20,956
-919
-4% -$102K 0.17% 96
2024
Q2 		$2.34M Sell
21,875
-3,902
-15% -$416K 0.16% 99
2024
Q1 		$2.81M Buy
25,777
+5,854
+29% +$636K 0.19% 92
2023
Q4 		$2.21M Buy
19,923
+10
+0.1% +$1.04K 0.16% 99
2023
Q3 		$2.03M Sell
19,913
-691
-3% -$72.9K 0.16% 97
2023
Q2 		$2.23M Buy
20,604
+1,297
+7% +$140K 0.19% 85
2023
Q1 		$2.12M Sell
19,307
-2,365
-11% -$256K 0.2% 83
2022
Q4 		$2.29M Sell
21,672
-66,353
-75% -$6.95M 0.26% 83
2022
Q3 		$9.02M Sell
88,025
-10,571
-11% -$1.17M 1.11% 27
2022
Q2 		$10.8M Sell
98,596
-14,024
-12% -$1.58M 1.3% 20
2022
Q1 		$13.6M Sell
112,620
-21,650
-16% -$2.7M 1.44% 18
2021
Q4 		$17.8M Buy
134,270
+18,990
+16% +$2.52M 1.95% 10
2021
Q3 		$15.3M Buy
115,280
+5,269
+5% +$712K 2.28% 4
2021
Q2 		$14.8M Buy
110,011
+6,973
+7% +$919K 2.22% 5
2021
Q1 		$13.4M Buy
103,038
+17,354
+20% +$2.31M 2.14% 6
2020
Q4 		$11.8M Sell
85,684
-3,184
-4% -$434K 1.79% 12
2020
Q3 		$12M Sell
88,868
-2,850
-3% -$389K 1.8% 14
2020
Q2 		$12.3M Buy
+91,718
New +$11.9M 1.85% 13
2020
Q1 		– Sell
-3,969
Closed -$508K – 275
2019
Q4 		$508K Buy
3,969
+1,947
+96% +$248K 0.1% 143
2019
Q3 		$258K Sell
2,022
-325
-14% -$40.9K 0.05% 216
2019
Q2 		$292K Buy
+2,347
New +$282K 0.06% 204
2015
Q3 		– Sell
-2,113
Closed -$244K – 160
2015
Q2 		$244K Buy
2,113
+68
+3% +$8.06K 0.13% 128
2015
Q1 		$249K Buy
+2,045
New +$248K 0.15% 118

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

Van Hulzen Asset Management's LQD Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 26% in Q1 2026, selling an estimated $412K and leaving 10,781 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #143.

Van Hulzen Asset Management first reported a position in LQD in Q1 2015 and has held it in 29 quarters since. The position peaked at $17.8M in Q4 2021. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Van Hulzen Asset Management held 10,781 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.17M as of Q1 2026.
  • Van Hulzen Asset Management sold 3,739 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $412K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Van Hulzen Asset Management's portfolio in Q1 2026, its #143 holding.
  • Van Hulzen Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 29 quarters since.
  • Van Hulzen Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $17.8M in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.