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

Clark Capital Management Group’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 		$26.1M Buy
238,959
+27,418
+13% +$2.99M 0.14% 150
2026
Q1 		$23.1M Sell
211,541
-77,665
-27% -$8.56M 0.14% 145
2025
Q4 		$31.9M Sell
289,206
-30,225
-9% -$3.36M 0.2% 134
2025
Q3 		$35.6M Buy
319,431
+28,578
+10% +$3.14M 0.22% 137
2025
Q2 		$31.9M Buy
290,853
+141,340
+95% +$15.2M 0.22% 133
2025
Q1 		$16.3M Buy
149,513
+6,938
+5% +$748K 0.12% 146
2024
Q4 		$15.2M Buy
+142,575
New +$15.6M 0.11% 149
2024
Q3 		– Sell
-110,429
Closed -$11.8M – 419
2024
Q2 		$11.8M Buy
110,429
+24,606
+29% +$2.63M 0.09% 149
2024
Q1 		$9.35M Sell
85,823
-17,606
-17% -$1.91M 0.07% 160
2023
Q4 		$11.4M Sell
103,429
-87,370
-46% -$9.1M 0.09% 148
2023
Q3 		$19.5M Buy
190,799
+14,078
+8% +$1.48M 0.19% 141
2023
Q2 		$19.1M Buy
176,721
+2,339
+1% +$253K 0.17% 144
2023
Q1 		$19.1M Sell
174,382
-152,514
-47% -$16.5M 0.21% 141
2022
Q4 		$34.5M Buy
326,896
+40,658
+14% +$4.26M 0.32% 83
2022
Q3 		$29.3M Buy
+286,238
New +$31.6M 0.38% 73
2022
Q2 		– Sell
-273,000
Closed -$33M – 365
2022
Q1 		$33M Buy
+273,000
New +$34.1M 0.37% 78
2013
Q3 		– Sell
-1,885
Closed -$214K – 358
2013
Q2 		$214K Buy
+1,885
New +$224K 0.02% 305

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Clark Capital Management Group's LQD Position: Q2 2026 in Review

Clark Capital Management Group increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q2 2026, buying an estimated $2.99M and bringing the position to 238,959 shares worth $26.1M. The position accounts for 0.14% of the portfolio, ranked #150.

Clark Capital Management Group first reported a position in LQD in Q2 2013 and has held it in 17 quarters since. The position peaked at $35.6M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Clark Capital Management Group held 238,959 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $26.1M as of Q2 2026.
  • Clark Capital Management Group bought 27,418 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.99M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Clark Capital Management Group's portfolio in Q2 2026, its #150 holding.
  • Clark Capital Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • Clark Capital Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.6M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.