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Willis Johnson & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Willis Johnson & Associates’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 		$27.1M Buy
248,319
+20,094
+9% +$2.19M 1.51% 15
2026
Q1 		$24.9M Buy
228,225
+24,805
+12% +$2.73M 1.45% 15
2025
Q4 		$22.4M Buy
203,420
+31,636
+18% +$3.52M 1.38% 16
2025
Q3 		$19.1M Buy
171,784
+7,621
+5% +$838K 1.18% 19
2025
Q2 		$18M Buy
164,163
+3,360
+2% +$361K 1.22% 20
2025
Q1 		$17.5M Buy
160,803
+4,968
+3% +$535K 1.32% 20
2024
Q4 		$16.6M Sell
155,835
-141,301
-48% -$15.5M 1.28% 19
2024
Q3 		$33.6M Buy
297,136
+5,106
+2% +$565K 2.55% 9
2024
Q2 		$31.3M Buy
292,030
+24,551
+9% +$2.62M 2.56% 9
2024
Q1 		$29.1M Buy
267,479
+188,243
+238% +$20.5M 2.53% 9
2023
Q4 		$8.77M Buy
79,236
+12,887
+19% +$1.34M 0.8% 24
2023
Q3 		$6.77M Buy
66,349
+25,450
+62% +$2.68M 0.69% 25
2023
Q2 		$4.42M Buy
+40,899
New +$4.42M 0.47% 33

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Willis Johnson & Associates's LQD Position: Q2 2026 in Review

Willis Johnson & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 8.8% in Q2 2026, buying an estimated $2.19M and bringing the position to 248,319 shares worth $27.1M. The position accounts for 1.51% of the portfolio, ranked #15.

Willis Johnson & Associates first reported a position in LQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $33.6M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Willis Johnson & Associates held 248,319 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $27.1M as of Q2 2026.
  • Willis Johnson & Associates bought 20,094 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.19M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.51% of Willis Johnson & Associates's portfolio in Q2 2026, its #15 holding.
  • Willis Johnson & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Willis Johnson & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $33.6M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.