VR
LQD icon

Vision Retirement’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Vision Retirement’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 		$109K Sell
997
-124
-11% -$13.5K 0.03% 166
2026
Q1 		$122K Sell
1,121
-107
-9% -$11.8K 0.03% 149
2025
Q4 		$135K Buy
+1,228
New +$137K 0.04% 153

Other funds holding LQD

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vision Retirement's LQD Position: Q2 2026 in Review

Vision Retirement reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, selling an estimated $13.5K and leaving 997 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #166.

Vision Retirement first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. The position peaked at $135K in Q4 2025. 1,065 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Vision Retirement held 997 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $109K as of Q2 2026.
  • Vision Retirement sold 124 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #166 holding.
  • Vision Retirement first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $135K in Q4 2025.
  • 1,065 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.