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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
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 $1.37T 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

Clark Capital Management Group's LQD Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 27% in Q1 2026, selling an estimated $8.56M and leaving 211,541 shares worth $23.1M. The position accounts for 0.14% of the portfolio, ranked #145.

Clark Capital Management Group first reported a position in LQD in Q2 2013 and has held it in 16 quarters since. The position peaked at $35.6M in Q3 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Clark Capital Management Group held 211,541 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $23.1M as of Q1 2026.
  • Clark Capital Management Group sold 77,665 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.56M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of Clark Capital Management Group's portfolio in Q1 2026, its #145 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 16 quarters since.
  • Clark Capital Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.6M in Q3 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.