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

Vestmark Advisory 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 		$9.64M Sell
88,370
-14,532
-14% -$1.58M 0.09% 238
2026
Q1 		$11.2M Buy
102,902
+76,344
+287% +$8.42M 0.12% 180
2025
Q4 		$2.93M Sell
26,558
-317
-1% -$35.2K 0.04% 464
2025
Q3 		$3M Sell
26,875
-27,447
-51% -$3.02M 0.06% 333
2025
Q2 		$5.95M Sell
54,322
-1,297
-2% -$139K 0.09% 175
2025
Q1 		$6.05M Sell
55,619
-4,050
-7% -$436K 0.16% 175
2024
Q4 		$6.38M Sell
59,669
-185
-0.3% -$20.2K 0.22% 91
2024
Q3 		$6.76M Sell
59,854
-3,220
-5% -$356K 0.25% 80
2024
Q2 		$6.76M Sell
63,074
-75
-0.1% -$8K 0.28% 72
2024
Q1 		$6.88M Sell
63,149
-863
-1% -$93.8K 0.3% 76
2023
Q4 		$7.08M Buy
64,012
+6,808
+12% +$709K 0.36% 57
2023
Q3 		$5.84M Buy
57,204
+548
+1% +$57.8K 0.42% 46
2023
Q2 		$6.13M Buy
56,656
+2,392
+4% +$259K 0.23% 109
2023
Q1 		$5.95M Buy
54,264
+22,402
+70% +$2.43M 0.26% 102
2022
Q4 		$3.36M Sell
31,862
-532
-2% -$55.7K 0.16% 173
2022
Q3 		$3.32M Buy
32,394
+6,276
+24% +$692K 0.19% 147
2022
Q2 		$2.87M Sell
26,118
-5,163
-17% -$583K 0.16% 163
2022
Q1 		$3.78M Buy
31,281
+14,619
+88% +$1.82M 0.21% 104
2021
Q4 		$2.21M Sell
16,662
-1,349
-7% -$179K 0.12% 214
2021
Q3 		$2.4M Sell
18,011
-42,832
-70% -$5.79M 0.16% 161
2021
Q2 		$8.19M Buy
60,843
+24,848
+69% +$3.28M 0.58% 23
2021
Q1 		$4.68M Buy
35,995
+3,384
+10% +$450K 0.42% 47
2020
Q4 		$4.5M Buy
32,611
+9,442
+41% +$1.29M 0.51% 41
2020
Q3 		$3.12M Buy
23,169
+7,436
+47% +$1.01M 0.42% 53
2020
Q2 		$2.12M Buy
15,733
+3,303
+27% +$430K 0.33% 77
2020
Q1 		$1.53M Buy
12,430
+879
+8% +$112K 0.3% 94
2019
Q4 		$1.16M Sell
11,551
-6,912
-37% -$880K 0.24% 142
2019
Q3 		$2.35M Sell
18,463
-1,702
-8% -$214K 0.38% 63
2019
Q2 		$2.51M Buy
20,165
+1,564
+8% +$188K 0.43% 55
2019
Q1 		$2.21M Buy
+18,601
New +$2.15M 0.39% 62

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

Vestmark Advisory Solutions's LQD Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q2 2026, selling an estimated $1.58M and leaving 88,370 shares worth $9.64M. The position accounts for 0.09% of the portfolio, ranked #238.

Vestmark Advisory Solutions first reported a position in LQD in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.2M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Vestmark Advisory Solutions held 88,370 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.64M as of Q2 2026.
  • Vestmark Advisory Solutions sold 14,532 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.58M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.09% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #238 holding.
  • Vestmark Advisory Solutions first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Vestmark Advisory Solutions's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $11.2M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.