Wilmington Savings Fund Society’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Wilmington Savings Fund Society’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	$173K	Hold	1,587	–	–	﹤0.01%	619
2026 Q1	$173K	Hold	1,587	–	–	﹤0.01%	616
2025 Q4	$175K	Sell	1,587 -568	-26%	-$63.1K	﹤0.01%	622
2025 Q3	$240K	Sell	2,155 -2,479	-53%	-$273K	0.01%	550
2025 Q2	$508K	Sell	4,634 -85	-2%	-$9.12K	0.01%	580
2025 Q1	$513K	Buy	4,719 +411	+10%	+$44.3K	0.01%	571
2024 Q4	$460K	Hold	4,308	–	–	0.01%	614
2024 Q3	$487K	Buy	+4,308	New	+$477K	0.01%	585
2022 Q1	–	Sell	-2,989	Closed	-$396K	–	386
2021 Q4	$396K	Sell	2,989 -670	-18%	-$89K	0.01%	302
2021 Q3	$487K	Hold	3,659	–	–	0.02%	285
2021 Q2	$492K	Sell	3,659 -252	-6%	-$33.2K	0.02%	281
2021 Q1	$509K	Sell	3,911 -20	-0.5%	-$2.66K	0.02%	274
2020 Q4	$543K	Hold	3,931	–	–	0.02%	267
2020 Q3	$530K	Sell	3,931 -686	-15%	-$93.5K	0.02%	262
2020 Q2	$621K	Sell	4,617 -136	-3%	-$17.7K	0.03%	244
2020 Q1	$587K	Sell	4,753 -175	-4%	-$22.3K	0.03%	233
2019 Q4	$631K	Hold	4,928	–	–	0.03%	233
2019 Q3	$628K	Hold	4,928	–	–	0.03%	221
2019 Q2	$613K	Sell	4,928 -263	-5%	-$31.6K	0.03%	229
2019 Q1	$618K	Buy	5,191 +207	+4%	+$24K	0.03%	224
2018 Q4	$562K	Sell	4,984 -266	-5%	-$29.9K	0.03%	226
2018 Q3	$603K	Buy	5,250 +2,941	+127%	+$339K	0.03%	234
2018 Q2	$265K	Buy	+2,309	New	+$266K	0.01%	312
2016 Q2	–	Sell	-2,484	Closed	-$295K	–	349
2016 Q1	$295K	Buy	2,484 +300	+14%	+$34.5K	0.02%	277
2015 Q4	$249K	Buy	+2,184	New	+$252K	0.02%	302
2014 Q3	–	Sell	-2,302	Closed	-$274K	–	379
2014 Q2	$274K	Sell	2,302 -191	-8%	-$22.6K	0.02%	334
2014 Q1	$291K	Hold	2,493	–	–	0.02%	329
2013 Q4	$285K	Hold	2,493	–	–	0.02%	328
2013 Q3	$283K	Sell	2,493 -1,492	-37%	-$169K	0.02%	325
2013 Q2	$453K	Buy	+3,985	New	+$474K	0.03%	274

Other funds holding LQD

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Wilmington Savings Fund Society's LQD Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,587 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Wilmington Savings Fund Society first reported a position in LQD in Q2 2013 and has held it in 30 quarters since. The position peaked at $631K in Q4 2019. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Wilmington Savings Fund Society held 1,587 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $173K as of Q2 2026.
Wilmington Savings Fund Society left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #619 holding.
Wilmington Savings Fund Society first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
Wilmington Savings Fund Society's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $631K in Q4 2019.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.