Whitney & Co’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Whitney & Co’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	$1.08M	Sell	9,890 -10	-0.1%	-$1.09K	0.08%	99
2026 Q1	$1.08M	Buy	9,900 +2,450	+33%	+$270K	0.09%	93
2025 Q4	$821K	Buy	+7,450	New	+$828K	0.07%	105
2018 Q4	–	Sell	-212	Closed	-$24K	–	294
2018 Q3	$24K	Buy	212 +1	+0.5%	+$115	0.01%	232
2018 Q2	$24K	Buy	211 +111	+111%	+$12.8K	0.01%	201
2018 Q1	$12K	Buy	+100	New	+$11.8K	﹤0.01%	232

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whitney & Co's LQD Position: Q2 2026 in Review

Whitney & Co reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.1% in Q2 2026, selling an estimated $1.09K and leaving 9,890 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #99.

Whitney & Co first reported a position in LQD in Q1 2018 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2026. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Whitney & Co held 9,890 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.08M as of Q2 2026.
Whitney & Co sold 10 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.09K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Whitney & Co's portfolio in Q2 2026, its #99 holding.
Whitney & Co first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 6 quarters since.
Whitney & Co's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.08M in Q1 2026.
476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.