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Vertex Investment Solutions’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vertex Investment Solutions’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 		$15.8M Buy
143,900
+103,800
+259% +$11.3M 10.65% 3
2026
Q1 		$4.34M Sell
40,100
-92,100
-70% -$10.2M 5.02% 8
2025
Q4 		$14.6M Buy
+132,200
New +$14.7M 14.52% 1

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

Vertex Investment Solutions's LQD Position: Q2 2026 in Review

Vertex Investment Solutions increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 259% in Q2 2026, buying an estimated $11.3M and bringing the position to 143,900 shares worth $15.8M. The position accounts for 10.65% of the portfolio, ranked #3.

Vertex Investment Solutions first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Vertex Investment Solutions held 143,900 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15.8M as of Q2 2026.
  • Vertex Investment Solutions bought 103,800 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.3M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 10.65% of Vertex Investment Solutions's portfolio in Q2 2026, its #3 holding.
  • Vertex Investment Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.