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

IMS 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
2025 Q3	$305K	Hold	2,735	–	–	0.14%	111
2025 Q2	$300K	Sell	2,735 -1,000	-27%	-$107K	0.14%	116
2025 Q1	$406K	Hold	3,735	–	–	0.2%	92
2024 Q4	$399K	Hold	3,735	–	–	0.18%	98
2024 Q3	$422K	Hold	3,735	–	–	0.19%	97
2024 Q2	$417K	Hold	3,735	–	–	0.19%	97
2024 Q1	$407K	Sell	3,735 -65	-2%	-$7.06K	0.19%	96
2023 Q4	$421K	Hold	3,800	–	–	0.21%	96
2023 Q3	$388K	Hold	3,800	–	–	0.23%	91
2023 Q2	$411K	Hold	3,800	–	–	0.23%	93
2023 Q1	$417K	Hold	3,800	–	–	0.25%	92
2022 Q4	$401K	Hold	3,800	–	–	0.26%	92
2022 Q3	$389K	Hold	3,800	–	–	0.27%	89
2022 Q2	$418K	Hold	3,800	–	–	0.27%	87
2022 Q1	$460K	Hold	3,800	–	–	0.24%	89
2021 Q4	$504K	Hold	3,800	–	–	0.26%	83
2021 Q3	$506K	Hold	3,800	–	–	0.29%	74
2021 Q2	$511K	Hold	3,800	–	–	0.3%	74
2021 Q1	$494K	Sell	3,800 -2	-0.1%	-$266	0.31%	73
2020 Q4	$525K	Hold	3,802	–	–	0.33%	67
2020 Q3	$512K	Hold	3,802	–	–	0.37%	67
2020 Q2	$511K	Buy	3,802 +2	+0.1%	+$260	0.4%	68
2020 Q1	$469K	Hold	3,800	–	–	0.48%	71
2019 Q4	$486K	Hold	3,800	–	–	0.33%	85
2019 Q3	$484K	Hold	3,800	–	–	0.37%	84
2019 Q2	$473K	Hold	3,800	–	–	0.35%	74
2019 Q1	$452K	Hold	3,800	–	–	0.37%	76
2018 Q4	$429K	Buy	+3,800	New	+$427K	0.4%	72
2018 Q3	–	Sell	-3,800	Closed	-$435K	–	405
2018 Q2	$435K	Hold	3,800	–	–	0.28%	87
2018 Q1	$462K	Hold	3,800	–	–	0.29%	89
2017 Q4	$462K	Hold	3,800	–	–	0.29%	89
2017 Q3	$461K	Hold	3,800	–	–	0.3%	89
2017 Q2	$458K	Buy	+3,800	New	+$454K	0.43%	89

Other funds holding LQD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

IMS Capital Management's LQD Position: Q3 2025 in Review

IMS Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2025 at 2,735 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #111.

IMS Capital Management first reported a position in LQD in Q2 2017 and has held it in 33 quarters since. The position peaked at $525K in Q4 2020. 1,046 funds tracked by Wall St. Rank hold LQD as of Q3 2025.

IMS Capital Management held 2,735 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $305K as of Q3 2025.
IMS Capital Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2025.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.14% of IMS Capital Management's portfolio in Q3 2025, its #111 holding.
IMS Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 33 quarters since.
IMS Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $525K in Q4 2020.
1,046 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.