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Aptus Capital Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Aptus Capital Advisors’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 		$4.61M Sell
42,308
-13,081
-24% -$1.43M 0.03% 375
2026
Q1 		$6.04M Buy
55,389
+6,933
+14% +$764K 0.05% 308
2025
Q4 		$5.34M Buy
48,456
+5,856
+14% +$651K 0.04% 313
2025
Q3 		$4.75M Sell
42,600
-9,465
-18% -$1.04M 0.03% 326
2025
Q2 		$5.71M Sell
52,065
-18,850
-27% -$2.02M 0.05% 278
2025
Q1 		$7.71M Buy
70,915
+15,188
+27% +$1.64M 0.08% 213
2024
Q4 		$5.95M Buy
55,727
+49,090
+740% +$5.37M 0.06% 238
2024
Q3 		$750K Sell
6,637
-136
-2% -$15K 0.01% 464
2024
Q2 		$726K Sell
6,773
-8,247
-55% -$880K 0.01% 442
2024
Q1 		$1.64M Buy
15,020
+6,728
+81% +$731K 0.03% 325
2023
Q4 		$918K Sell
8,292
-2,264
-21% -$236K 0.03% 302
2023
Q3 		$1.08M Buy
10,556
+3,831
+57% +$404K 0.03% 295
2023
Q2 		$727K Buy
6,725
+558
+9% +$60.3K 0.02% 294
2023
Q1 		$676K Buy
6,167
+5,267
+585% +$570K 0.02% 293
2022
Q4 		$94.9K Sell
900
-76
-8% -$7.96K ﹤0.01% 537
2022
Q3 		$100K Buy
976
+960
+6,000% +$106K ﹤0.01% 496
2022
Q2 		$2K Sell
16
-458
-97% -$51.7K ﹤0.01% 640
2022
Q1 		$57K Buy
+474
New +$59.1K ﹤0.01% 503
2021
Q3 		– Sell
-1,809
Closed -$243K – 579
2021
Q2 		$243K Hold
1,809
– – 0.01% 337
2021
Q1 		$235K Sell
1,809
-81
-4% -$10.8K 0.01% 317
2020
Q4 		$261K Buy
1,890
+1,454
+333% +$198K 0.01% 278
2020
Q3 		$58K Sell
436
-596
-58% -$81.3K ﹤0.01% 347
2020
Q2 		$138K Buy
1,032
+602
+140% +$78.3K 0.01% 273
2020
Q1 		$53K Buy
430
+2
+0.5% +$255 ﹤0.01% 307
2019
Q4 		$54K Buy
428
+13
+3% +$1.66K ﹤0.01% 394
2019
Q3 		$52K Buy
+415
New +$52.3K ﹤0.01% 392

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

Aptus Capital Advisors's LQD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 24% in Q2 2026, selling an estimated $1.43M and leaving 42,308 shares worth $4.61M. The position accounts for 0.03% of the portfolio, ranked #375.

Aptus Capital Advisors first reported a position in LQD in Q3 2019 and has held it in 26 quarters since. The position peaked at $7.71M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Aptus Capital Advisors held 42,308 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $4.61M as of Q2 2026.
  • Aptus Capital Advisors sold 13,081 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.43M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #375 holding.
  • Aptus Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.71M in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.