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Chesapeake Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Chesapeake Wealth 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
2026
Q1 		$8.17M Buy
74,943
+1,831
+3% +$202K 2.51% 9
2025
Q4 		$8.06M Buy
73,112
+2,666
+4% +$296K 2.4% 9
2025
Q3 		$7.85M Buy
70,446
+8,332
+13% +$916K 2.4% 9
2025
Q2 		$6.81M Buy
62,114
+445
+0.7% +$47.8K 2.27% 9
2025
Q1 		$6.7M Buy
61,669
+1,592
+3% +$172K 2.39% 7
2024
Q4 		$6.42M Buy
60,077
+3,222
+6% +$353K 2.2% 8
2024
Q3 		$6.42M Buy
56,855
+1,176
+2% +$130K 2.19% 8
2024
Q2 		$5.96M Sell
55,679
-2,386
-4% -$255K 2.16% 8
2024
Q1 		$6.32M Buy
58,065
+1,832
+3% +$199K 2.31% 8
2023
Q4 		$6.22M Sell
56,233
-3,913
-7% -$407K 2.4% 7
2023
Q3 		$6.14M Sell
60,146
-129
-0.2% -$13.6K 2.56% 7
2023
Q2 		$6.52M Buy
60,275
+2,356
+4% +$255K 2.57% 8
2023
Q1 		$6.35M Sell
57,919
-1,113
-2% -$121K 2.65% 7
2022
Q4 		$6.22M Sell
59,032
-13,002
-18% -$1.36M 2.73% 5
2022
Q3 		$7.38M Sell
72,034
-9,092
-11% -$1M 3.37% 5
2022
Q2 		$8.93M Sell
81,126
-19,341
-19% -$2.18M 3.82% 2
2022
Q1 		$12.2M Sell
100,467
-5,958
-6% -$743K 4.41% 2
2021
Q4 		$14.1M Buy
106,425
+71
+0.1% +$9.44K 4.75% 2
2021
Q3 		$14.1M Sell
106,354
-16,890
-14% -$2.28M 5.06% 2
2021
Q2 		$16.6M Sell
123,244
-19,483
-14% -$2.57M 5.37% 2
2021
Q1 		$18.6M Buy
142,727
+7,008
+5% +$932K 6.21% 2
2020
Q4 		$18.7M Buy
135,719
+6,167
+5% +$840K 6.38% 2
2020
Q3 		$17.5M Buy
129,552
+4,198
+3% +$572K 6.52% 2
2020
Q2 		$16.9M Buy
125,354
+90
+0.1% +$11.7K 6.71% 2
2020
Q1 		$15.5M Sell
125,264
-195
-0.2% -$24.8K 7.15% 2
2019
Q4 		$16.1M Buy
125,459
+3,014
+2% +$384K 6.19% 1
2019
Q3 		$15.6M Buy
122,445
+4,422
+4% +$557K 6.36% 1
2019
Q2 		$14.7M Buy
118,023
+5,386
+5% +$647K 6.14% 1
2019
Q1 		$13.4M Buy
112,637
+4,602
+4% +$533K 5.89% 2
2018
Q4 		$12.2M Buy
108,035
+1,195
+1% +$134K 6.04% 2
2018
Q3 		$12.3M Buy
106,840
+7,716
+8% +$889K 5.46% 2
2018
Q2 		$11.4M Buy
99,124
+5,403
+6% +$622K 5.24% 2
2018
Q1 		$11M Buy
+93,721
New +$11.1M 5.08% 1

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Chesapeake Wealth Management's LQD Position: Q1 2026 in Review

Chesapeake Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.5% in Q1 2026, buying an estimated $202K and bringing the position to 74,943 shares worth $8.17M. The position accounts for 2.51% of the portfolio, ranked #9.

Chesapeake Wealth Management first reported a position in LQD in Q1 2018 and has held it in 33 quarters since. The position peaked at $18.7M in Q4 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Chesapeake Wealth Management held 74,943 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.17M as of Q1 2026.
  • Chesapeake Wealth Management bought 1,831 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $202K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.51% of Chesapeake Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Chesapeake Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Chesapeake Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18.7M in Q4 2020.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.