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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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

Willis Johnson & Associates's LQD Position: Q1 2026 in Review

Willis Johnson & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 12% in Q1 2026, buying an estimated $2.73M and bringing the position to 228,225 shares worth $24.9M. The position accounts for 1.45% of the portfolio, ranked #15.

Willis Johnson & Associates first reported a position in LQD in Q2 2023 and has held it in 12 quarters since. The position peaked at $33.6M in Q3 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Willis Johnson & Associates held 228,225 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $24.9M as of Q1 2026.
  • Willis Johnson & Associates bought 24,805 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.73M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.45% of Willis Johnson & Associates's portfolio in Q1 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 12 quarters since.
  • Willis Johnson & Associates's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $33.6M in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.