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
2022 Q4	–	Sell	-5,000,000	Closed	-$512M	–	825
2022 Q3	$512M	Buy	+5,000,000	New	+$551M	12.33%	1
2022 Q2	–	Sell	-1,400,000	Closed	-$169M	–	705
2022 Q1	$169M	Buy	1,400,000 +1,110,000	+383%	+$138M	4.21%	8
2021 Q4	$38.4M	Buy	+290,000	New	+$38.5M	1.15%	19
2021 Q3	–	Sell	-500,000	Closed	-$67.2M	–	580
2021 Q2	$67.2M	Buy	+500,000	New	+$65.9M	1.96%	17
2020 Q4	–	Sell	-650,000	Closed	-$87.6M	–	504
2020 Q3	$87.6M	Buy	+650,000	New	+$88.6M	4.65%	5

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

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. 1,115 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.
1,115 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.