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

Wallington 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 		$227K Buy
2,085
+175
+9% +$19.1K 0.03% 60
2026
Q1 		$208K Sell
1,910
-68
-3% -$7.5K 0.03% 60
2025
Q4 		$218K Buy
+1,978
New +$220K 0.03% 69

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Wallington Asset Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 9.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,085 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #60.

Wallington Asset Management first reported a position in LQD in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Wallington Asset Management held 2,085 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $227K as of Q2 2026.
  • Wallington Asset Management bought 175 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $19.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Wallington Asset Management's portfolio in Q2 2026, its #60 holding.
  • Wallington Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wallington Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.