AIMC
LQD icon

Alley Investment Management Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Alley Investment Management Company’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 		$22.4M Buy
205,103
+3,557
+2% +$388K 2.61% 7
2026
Q1 		$22M Buy
201,546
+4,541
+2% +$501K 2.68% 8
2025
Q4 		$21.7M Sell
197,005
-370
-0.2% -$41.1K 2.54% 9
2025
Q3 		$22M Buy
197,375
+2,137
+1% +$235K 2.55% 10
2025
Q2 		$21.4M Sell
195,238
-9,082
-4% -$975K 2.59% 9
2025
Q1 		$22.2M Buy
204,320
+5,827
+3% +$628K 2.79% 8
2024
Q4 		$21.2M Buy
198,493
+1,505
+0.8% +$165K 2.68% 7
2024
Q3 		$22.3M Buy
196,988
+11,719
+6% +$1.3M 2.82% 6
2024
Q2 		$19.8M Buy
185,269
+9,898
+6% +$1.06M 2.71% 5
2024
Q1 		$19.1M Buy
175,371
+4,385
+3% +$476K 2.63% 8
2023
Q4 		$18.9M Buy
170,986
+11,521
+7% +$1.2M 2.76% 5
2023
Q3 		$16.3M Sell
159,465
-614
-0.4% -$64.7K 2.76% 8
2023
Q2 		$17.3M Buy
160,079
+1,554
+1% +$168K 2.79% 5
2023
Q1 		$17.4M Buy
158,525
+9,149
+6% +$991K 2.9% 4
2022
Q4 		$15.7M Buy
149,376
+3,884
+3% +$407K 2.71% 8
2022
Q3 		$14.9M Sell
145,492
-11,637
-7% -$1.28M 2.97% 4
2022
Q2 		$17.3M Buy
157,129
+334
+0.2% +$37.7K 3.26% 3
2022
Q1 		$19M Buy
+156,795
New +$19.6M 3.13% 3

Other funds holding LQD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
N
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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Alley Investment Management Company's LQD Position: Q2 2026 in Review

Alley Investment Management Company increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.8% in Q2 2026, buying an estimated $388K and bringing the position to 205,103 shares worth $22.4M. The position accounts for 2.61% of the portfolio, ranked #7.

Alley Investment Management Company first reported a position in LQD in Q1 2022 and has held it in 18 quarters since. 801 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Alley Investment Management Company held 205,103 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.4M as of Q2 2026.
  • Alley Investment Management Company bought 3,557 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $388K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.61% of Alley Investment Management Company's portfolio in Q2 2026, its #7 holding.
  • Alley Investment Management Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 801 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.