Blume Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Blume Capital Management’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
2025 Q4	–	Sell	-25	Closed	-$2.79K	–	352
2025 Q3	$2.79K	Buy	+25	New	+$2.75K	﹤0.01%	313
2024 Q1	–	Sell	-550	Closed	-$60.9K	–	318
2023 Q4	$60.9K	Hold	550	–	–	0.02%	163
2023 Q3	$56.1K	Hold	550	–	–	0.02%	165
2023 Q2	$59.5K	Hold	550	–	–	0.02%	157
2023 Q1	$60.3K	Hold	550	–	–	0.02%	155
2022 Q4	$58K	Hold	550	–	–	0.02%	155
2022 Q3	$56K	Hold	550	–	–	0.02%	150
2022 Q2	$61K	Sell	550 -150	-21%	-$16.9K	0.02%	150
2022 Q1	$85K	Hold	700	–	–	0.03%	136
2021 Q4	$93K	Hold	700	–	–	0.03%	143
2021 Q3	$93K	Hold	700	–	–	0.03%	135
2021 Q2	$94K	Hold	700	–	–	0.03%	130
2021 Q1	$91K	Sell	700 -300	-30%	-$39.9K	0.04%	119
2020 Q4	$138K	Hold	1,000	–	–	0.06%	82
2020 Q3	$135K	Hold	1,000	–	–	0.07%	79
2020 Q2	$135K	Hold	1,000	–	–	0.07%	75
2020 Q1	$123K	Hold	1,000	–	–	0.08%	71
2019 Q4	$127K	Hold	1,000	–	–	0.06%	85
2019 Q3	$127K	Hold	1,000	–	–	0.06%	83
2019 Q2	$124K	Hold	1,000	–	–	0.06%	84
2019 Q1	$119K	Hold	1,000	–	–	0.06%	85
2018 Q4	$113K	Hold	1,000	–	–	0.06%	87
2018 Q3	$115K	Hold	1,000	–	–	0.06%	79
2018 Q2	$115K	Hold	1,000	–	–	0.06%	75
2018 Q1	$117K	Hold	1,000	–	–	0.07%	77
2017 Q4	$122K	Hold	1,000	–	–	0.06%	78
2017 Q3	$121K	Hold	1,000	–	–	0.06%	76
2017 Q2	$121K	Hold	1,000	–	–	0.07%	68
2017 Q1	$118K	Sell	1,000 -375	-27%	-$44K	0.07%	66
2016 Q4	$161K	Hold	1,375	–	–	0.1%	59
2016 Q3	$169K	Sell	1,375 -600	-30%	-$73.9K	0.1%	56
2016 Q2	$242K	Buy	1,975 +1,375	+229%	+$165K	0.16%	52
2016 Q1	$71K	Hold	600	–	–	0.05%	83
2015 Q4	$68K	Hold	600	–	–	0.05%	89
2015 Q3	$70K	Hold	600	–	–	0.06%	77
2015 Q2	$69K	Sell	600 -294	-33%	-$34.8K	0.05%	88
2015 Q1	$109K	Hold	894	–	–	0.08%	78
2014 Q4	$107K	Hold	894	–	–	0.08%	82
2014 Q3	$106K	Hold	894	–	–	0.08%	64
2014 Q2	$107K	Hold	894	–	–	0.08%	64
2014 Q1	$105K	Hold	894	–	–	0.08%	68
2013 Q4	$102K	Buy	+894	New	+$102K	0.08%	72

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MYLI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return

Blume Capital Management's LQD Position: Q4 2025 in Review

Blume Capital Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2025, closing a stake of 25 shares — an estimated $2.79K sold.

Blume Capital Management first reported a position in LQD in Q4 2013 and held it in 42 quarters. The position peaked at $242K in Q2 2016. 1,144 funds tracked by Wall St. Rank hold LQD as of Q4 2025.

Blume Capital Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Blume Capital Management sold 25 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $2.79K.
Blume Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and held it in 42 quarters.
Blume Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $242K in Q2 2016.
1,144 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.