Wellington Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wellington Management Group’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	–	Sell	-540,800	Closed	-$59.6M	–	1953
2025 Q4	$59.6M	Buy	+540,800	New	+$60.1M	0.01%	682
2024 Q3	–	Sell	-192,300	Closed	-$20.6M	–	1981
2024 Q2	$20.6M	Buy	+192,300	New	+$20.5M	﹤0.01%	949
2023 Q2	–	Sell	-365,100	Closed	-$40M	–	1922
2023 Q1	$40M	Buy	+365,100	New	+$39.5M	0.01%	747
2021 Q4	–	Sell	-42,800	Closed	-$5.69M	–	2243
2021 Q3	$5.69M	Hold	42,800	–	–	﹤0.01%	1466
2021 Q2	$5.75M	Sell	42,800 -21,000	-33%	-$2.77M	﹤0.01%	1466
2021 Q1	$8.3M	Buy	63,800 +21,000	+49%	+$2.79M	﹤0.01%	1292
2020 Q4	$5.91M	Sell	42,800 -4,833	-10%	-$658K	﹤0.01%	1291
2020 Q3	$6.42M	Hold	47,633	–	–	﹤0.01%	1214
2020 Q2	$6.41M	Buy	+47,633	New	+$6.19M	﹤0.01%	1165
2020 Q1	–	Sell	-3,000	Closed	-$384K	–	1994
2019 Q4	$384K	Sell	3,000 -2,300	-43%	-$293K	﹤0.01%	1901
2019 Q3	$676K	Sell	5,300 -687,800	-99%	-$86.6M	﹤0.01%	1814
2019 Q2	$86.2M	Buy	+693,100	New	+$83.2M	0.02%	604
2017 Q3	–	Sell	-30,185	Closed	-$3.64M	–	2245
2017 Q2	$3.64M	Sell	30,185 -264,400	-90%	-$31.6M	﹤0.01%	1525
2017 Q1	$34.7M	Buy	+294,585	New	+$34.6M	0.01%	847
2016 Q4	–	Sell	-1,613,300	Closed	-$199M	–	2233
2016 Q3	$199M	Buy	+1,613,300	New	+$199M	0.05%	321
2016 Q1	–	Sell	-590,243	Closed	-$67.3M	–	2178
2015 Q4	$67.3M	Sell	590,243 -30,257	-5%	-$3.5M	0.02%	589
2015 Q3	$72M	Buy	+620,500	New	+$71.8M	0.02%	556
2015 Q2	–	Sell	-8,100	Closed	-$986K	–	2186
2015 Q1	$986K	Buy	+8,100	New	+$982K	﹤0.01%	1850

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Wellington Management Group's LQD Position: Q1 2026 in Review

Wellington Management Group sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 540,800 shares — an estimated $59.6M sold.

Wellington Management Group first reported a position in LQD in Q1 2015 and held it in 18 quarters. The position peaked at $199M in Q3 2016. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Wellington Management Group reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Wellington Management Group sold 540,800 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $59.6M.
Wellington Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and held it in 18 quarters.
Wellington Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $199M in Q3 2016.
1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.