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

Donaldson 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
2026 Q2	$13.1M	Sell	119,901 -211	-0.2%	-$23K	0.37%	52
2026 Q1	$13.1M	Buy	120,112 +291	+0.2%	+$32.1K	0.42%	41
2025 Q4	$13.2M	Buy	119,821 +9,311	+8%	+$1.04M	0.42%	43
2025 Q3	$12.3M	Buy	110,510 +26,322	+31%	+$2.89M	0.39%	45
2025 Q2	$9.23M	Buy	84,188 +881	+1%	+$94.5K	0.34%	46
2025 Q1	$9.05M	Buy	83,307 +433	+0.5%	+$46.7K	0.34%	46
2024 Q4	$8.85M	Buy	82,874 +4,289	+5%	+$469K	0.34%	48
2024 Q3	$8.88M	Buy	78,585 +8,085	+11%	+$894K	0.34%	44
2024 Q2	$7.55M	Sell	70,500 -144	-0.2%	-$15.4K	0.32%	46
2024 Q1	$7.69M	Buy	70,644 +5,452	+8%	+$592K	0.32%	44
2023 Q4	$7.21M	Buy	65,192 +4,454	+7%	+$464K	0.32%	44
2023 Q3	$6.2M	Sell	60,738 -4,345	-7%	-$458K	0.29%	44
2023 Q2	$7.04M	Sell	65,083 -6,415	-9%	-$694K	0.32%	45
2023 Q1	$7.84M	Sell	71,498 -1,550	-2%	-$168K	0.37%	41
2022 Q4	$7.7M	Sell	73,048 -392	-0.5%	-$41K	0.38%	42
2022 Q3	$7.52M	Buy	73,440 +3,389	+5%	+$374K	0.41%	42
2022 Q2	$7.71M	Sell	70,051 -1,798	-3%	-$203K	0.4%	45
2022 Q1	$8.69M	Buy	71,849 +496	+0.7%	+$61.9K	0.4%	48
2021 Q4	$9.46M	Buy	71,353 +3,526	+5%	+$469K	0.42%	45
2021 Q3	$9.02M	Buy	67,827 +6,506	+11%	+$879K	0.46%	45
2021 Q2	$8.24M	Buy	61,321 +6,944	+13%	+$915K	0.42%	49
2021 Q1	$7.07M	Buy	54,377 +864	+2%	+$115K	0.39%	53
2020 Q4	$7.39M	Buy	53,513 +2,290	+4%	+$312K	0.44%	42
2020 Q3	$6.9M	Buy	51,223 +5,640	+12%	+$769K	0.47%	40
2020 Q2	$6.13M	Buy	45,583 +4,036	+10%	+$525K	0.45%	43
2020 Q1	$5.13M	Buy	41,547 +11,272	+37%	+$1.44M	0.45%	43
2019 Q4	$3.87M	Buy	30,275 +15,399	+104%	+$1.96M	0.26%	58
2019 Q3	$1.9M	Buy	+14,876	New	+$1.87M	0.14%	74

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

Donaldson Capital Management's LQD Position: Q2 2026 in Review

Donaldson Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.18% in Q2 2026, selling an estimated $23K and leaving 119,901 shares worth $13.1M. The position accounts for 0.37% of the portfolio, ranked #52.

Donaldson Capital Management first reported a position in LQD in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.2M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Donaldson Capital Management held 119,901 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $13.1M as of Q2 2026.
Donaldson Capital Management sold 211 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.37% of Donaldson Capital Management's portfolio in Q2 2026, its #52 holding.
Donaldson Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Donaldson Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $13.2M in Q4 2025.
1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.