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

Neumann 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	$543K	Sell	4,975 -138	-3%	-$15K	0.36%	42
2026 Q1	$557K	Buy	5,113 +115	+2%	+$12.7K	0.16%	77
2025 Q4	$551K	Buy	4,998 +150	+3%	+$16.7K	0.16%	75
2025 Q3	$540K	Sell	4,848 -140	-3%	-$15.4K	0.16%	79
2025 Q2	$547K	Sell	4,988 -5,479	-52%	-$588K	0.17%	76
2025 Q1	$1.14M	Buy	10,467 +51	+0.5%	+$5.5K	0.39%	54
2024 Q4	$1.11M	Buy	10,416 +621	+6%	+$68K	0.37%	57
2024 Q3	$1.11M	Sell	9,795 -1,583	-14%	-$175K	0.37%	54
2024 Q2	$1.22M	Buy	11,378 +340	+3%	+$36.3K	0.42%	49
2024 Q1	$1.2M	Buy	11,038 +58	+0.5%	+$6.3K	0.43%	51
2023 Q4	$1.22M	Sell	10,980 -457	-4%	-$47.6K	0.48%	49
2023 Q3	$1.17M	Buy	11,437 +326	+3%	+$34.4K	0.51%	48
2023 Q2	$1.2M	Buy	11,111 +99	+0.9%	+$10.7K	0.5%	48
2023 Q1	$1.21M	Buy	11,012 +560	+5%	+$60.6K	0.53%	46
2022 Q4	$1.1M	Buy	10,452 +1,081	+12%	+$113K	0.52%	49
2022 Q3	$960K	Sell	9,371 -4,217	-31%	-$465K	0.49%	54
2022 Q2	$1.5M	Buy	13,588 +668	+5%	+$75.4K	0.76%	40
2022 Q1	$1.56M	Sell	12,920 -464	-3%	-$57.9K	0.66%	42
2021 Q4	$1.77M	Buy	13,384 +124	+0.9%	+$16.5K	0.72%	40
2021 Q3	$1.76M	Buy	13,260 +702	+6%	+$94.9K	0.79%	39
2021 Q2	$1.69M	Sell	12,558 -333	-3%	-$43.9K	0.76%	39
2021 Q1	$1.68M	Buy	12,891 +201	+2%	+$26.7K	0.8%	37
2020 Q4	$1.75M	Buy	12,690 +205	+2%	+$27.9K	0.88%	36
2020 Q3	$1.68M	Buy	12,485 +4,249	+52%	+$579K	0.97%	35
2020 Q2	$1.11M	Buy	8,236 +66	+0.8%	+$8.58K	0.68%	41
2020 Q1	$1.01M	Sell	8,170 -74	-0.9%	-$9.43K	0.73%	40
2019 Q4	$1.05M	Buy	8,244 +58	+0.7%	+$7.38K	0.61%	47
2019 Q3	$1.04M	Buy	8,186 +1,315	+19%	+$166K	0.65%	41
2019 Q2	$855K	Buy	6,871 +204	+3%	+$24.5K	0.53%	49
2019 Q1	$794K	Buy	6,667 +1,575	+31%	+$182K	0.51%	48
2018 Q4	$575K	Sell	5,092 -210	-4%	-$23.6K	0.43%	53
2018 Q3	$609K	Hold	5,302	–	–	0.36%	58
2018 Q2	$608K	Buy	5,302 +18	+0.3%	+$2.07K	0.38%	55
2018 Q1	$620K	Buy	5,284 +129	+3%	+$15.2K	0.39%	55
2017 Q4	$627K	Buy	5,155 +306	+6%	+$37K	0.38%	60
2017 Q3	$588K	Buy	4,849 +232	+5%	+$28K	0.36%	60
2017 Q2	$556K	Buy	4,617 +330	+8%	+$39.4K	0.36%	61
2017 Q1	$505K	Sell	4,287 -400	-9%	-$47K	0.33%	64
2016 Q4	$549K	Buy	4,687 +2,345	+100%	+$279K	0.35%	62
2016 Q3	$289K	Buy	2,342 +200	+9%	+$24.6K	0.19%	67
2016 Q2	$263K	Hold	2,142	–	–	0.17%	69
2016 Q1	$255K	Buy	2,142 +390	+22%	+$44.8K	0.17%	71
2015 Q4	$200K	Sell	1,752 -1,050	-37%	-$121K	0.14%	77
2015 Q3	$325K	Hold	2,802	–	–	0.23%	71
2015 Q2	$324K	Buy	2,802 +135	+5%	+$16K	0.21%	69
2015 Q1	$325K	Buy	2,667 +412	+18%	+$50K	0.21%	69
2014 Q4	$269K	Buy	+2,255	New	+$269K	0.18%	72

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Neumann Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.7% in Q2 2026, selling an estimated $15K and leaving 4,975 shares worth $543K. The position accounts for 0.36% of the portfolio, ranked #42.

Neumann Capital Management first reported a position in LQD in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.77M in Q4 2021. 456 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Neumann Capital Management held 4,975 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $543K as of Q2 2026.
Neumann Capital Management sold 138 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.36% of Neumann Capital Management's portfolio in Q2 2026, its #42 holding.
Neumann Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 47 quarters since.
Neumann Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.77M in Q4 2021.
456 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.