Who Owns iShares iBoxx $ Investment Grade Corporate Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares iBoxx $ Investment Grade Corporate Bond ETF.
Who crossed 5% of LQD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF1.1M shadded | $113.5M |
| Legacy Private Trust Co.IBOXX INV CP ETF83.5K shtrimmed | $8.5M |
| Apella Capital, LLCIBOXX INV CP ETF79.3K shtrimmed | $8.1M |
| Independence Financial Advisors, LLCIBOXX INV CP ETF68.9K shadded | $7M |
| David J Yvars GroupIBOXX INV CP ETF58.7K shtrimmed | $6M |
| Balefire, LLCIBOXX INV CP ETF46.8K shtrimmed | $4.8M |
| Insight Wealth Strategies, LLCIBOXX INV CP ETF44.2K shadded | $4.5M |
| Gainplan LLCIBOXX INV CP ETF39.2K shtrimmed | $4M |
| Central Pacific Bank - Trust DivisionIBOXX INV CP ETF37.8K shtrimmed | $3.9M |
| Pioneer Wealth Management GroupIBOXX INV CP ETF36.1K shadded | $3.7M |
| LWM ADVISORS INCIBOXX INV CP ETF35.4K shtrimmed | $3.6M |
| Pacifica Partners Inc.IBOXX INV CP ETF32.6K shadded | $3.3M |
| ECLECTIC ASSOCIATES INC /ADVIBOXX INV CP ETF32.4K shadded | $3.3M |
| Gladwyn Financial Advisors, Inc.IBOXX INV CP ETF24.7K shadded | $2.5M |
| City Center Advisors, LLCIBOXX INV CP ETF11.4K shadded | $1.2M |
| Adams Asset Advisors, LLCIBOXX INV CP ETF9.2K shadded | $939.8K |
| Sincerus Advisory, LLCIBOXX INV CP ETF8.9K shadded | $907.8K |
| CAMELOT TECHNOLOGY ADVISORS, INC.IBOXX INV CP ETF8.8K shtrimmed | $903.3K |
| Avidian Wealth Enterprises, LLCIBOXX INV CP ETF8.4K shadded | $860.6K |
| TITLEIST ASSET MANAGEMENT, LLCIBOXX INV CP ETF7.6K shtrimmed | $774.5K |
| CoreCap Advisors, LLCETF6.6K shtrimmed | $670K |
| SAPIENT CAPITAL LLCIBOXX INV CP ETF6.2K shheld | $637K |
| Weaver Consulting GroupIBOXX INV CP ETF6K shadded | $616.8K |
| Venture Visionary Partners LLCIBOXX INV CP ETF5.6K shtrimmed | $575.2K |
| Gallagher Capital Advisors, LLCIBOXX INV CP ETF5.1K shtrimmed | $524.8K |
| CYPRESS FINANCIAL PLANNING LLCIBOXX INV CP ETF4.6K shtrimmed | $468.2K |
| Valeo Financial Advisors, LLCETF4.1K shadded | $414.4K |
| Ridgewood Investments LLCIBOXX INV CP ETF3.8K shtrimmed | $387.6K |
| OxenFree Capital LLCIBOXX INV CP ETF3.7K shadded | $374.2K |
| Sound Income Strategies, LLCIBOXX INV CP ETF3.4K shtrimmed | $347.9K |
| Kaizen Financial StrategiesIBOXX INV CP ETF3.4K shtrimmed | $346.1K |
| Trust CoETF3.2K shheld | $328.5K |
| Bank of New HampshireIBOXX INV CP ETF2.9K shtrimmed | $292K |
| GK Wealth Management LLCIBOXX INV CP ETF2.8K shtrimmed | $289.6K |
| AVAII WEALTH MANAGEMENT, LLCIBOXX INV CP ETF2.6K shtrimmed | $268K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCIBOXX INV CP ETF2.3K shheld | $238.8K |
| CHAPIN DAVIS, INC.IBOXX INV CP ETF2.2K shadded | $228.7K |
| Breakwater Capital GroupIBOXX INV CP ETF2.1K shtrimmed | $210.8K |
| GILPIN WEALTH MANAGEMENT, LLCIBOXX INV CP ETF1.9K shtrimmed | $190.4K |
| Olistico Wealth, LLCETF1.1K shheld | $107.3K |
| EASTERN BANKIBOXX INV CP ETF681 shheld | $69.6K |
| Rosenberg Matthew HamiltonETF636 shheld | $65K |
| Paladin Partners, LLCETF545 shheld | $55.7K |
| ARMSTRONG ADVISORY GROUP, INCIBOXX INV CP ETF324 shadded | $33.1K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund260 shheld | $26.6K |
| Bangor Savings BankIBOXX INV CP ETF239 shheld | $24.4K |
| Investors Research CorpIBOXX INV CP ETF163 shheld | $16.7K |
| Bank & Trust CoIBOXX INV CP ETF65 shheld | $6.6K |
| ELEVATION WEALTH PARTNERS, LLCIBOXX INV CP ETF6 sh— | $614 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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