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 $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Aptus Capital Advisors's LQD Position: Q1 2026 in Review

Aptus Capital Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 14% in Q1 2026, buying an estimated $764K and bringing the position to 55,389 shares worth $6.04M. The position accounts for 0.05% of the portfolio, ranked #308.

Aptus Capital Advisors first reported a position in LQD in Q3 2019 and has held it in 25 quarters since. The position peaked at $7.71M in Q1 2025. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Aptus Capital Advisors held 55,389 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.04M as of Q1 2026.
Aptus Capital Advisors bought 6,933 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $764K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q1 2026, its #308 holding.
Aptus Capital Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 25 quarters since.
Aptus Capital Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7.71M in Q1 2025.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.