Cheviot Value Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cheviot Value 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 Q2	$35.3M	Sell	323,920 -7,973	-2%	-$869K	3.59%	7
2026 Q1	$36.2M	Buy	331,893 +12,594	+4%	+$1.39M	3.63%	7
2025 Q4	$35.3M	Buy	319,299 +24,656	+8%	+$2.74M	3.47%	8
2025 Q3	$33.3M	Buy	294,643 +36,323	+14%	+$3.99M	3.54%	6
2025 Q2	$28.3M	Buy	258,320 +14,727	+6%	+$1.58M	3.24%	9
2025 Q1	$26M	Buy	+243,593	New	+$26.2M	3.2%	8

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

Cheviot Value Management's LQD Position: Q2 2026 in Review

Cheviot Value Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.4% in Q2 2026, selling an estimated $869K and leaving 323,920 shares worth $35.3M. The position accounts for 3.59% of the portfolio, ranked #7.

Cheviot Value Management first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.2M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Cheviot Value Management held 323,920 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $35.3M as of Q2 2026.
Cheviot Value Management sold 7,973 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $869K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 3.59% of Cheviot Value Management's portfolio in Q2 2026, its #7 holding.
Cheviot Value Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $36.2M in Q1 2026.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.