Wellington Management Group
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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
-65,009
Closed -$3.45M – 1954
2025
Q4 		$3.45M Buy
+65,009
New +$7.23M ﹤0.01% 1483

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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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
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.