North Star Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $127K | Buy |
1,165
+469
| +67% | +$51.7K | 0.01% | 563 |
|
|
2025
Q4 | $76.7K | Buy |
696
+7
| +1% | +$778 | ﹤0.01% | 591 |
|
|
2025
Q3 | $76.8K | Buy |
689
+6
| +0.9% | +$660 | ﹤0.01% | 578 |
|
|
2025
Q2 | $74.9K | Buy |
683
+5
| +0.7% | +$537 | 0.01% | 566 |
|
|
2025
Q1 | $73.6K | Buy |
678
+4
| +0.6% | +$431 | 0.01% | 554 |
|
|
2024
Q4 | $72K | Sell |
674
-273
| -29% | -$29.9K | 0.01% | 563 |
|
|
2024
Q3 | $107K | Buy |
947
+5
| +0.5% | +$553 | 0.01% | 495 |
|
|
2024
Q2 | $101K | Sell |
942
-12,574
| -93% | -$1.34M | 0.01% | 495 |
|
|
2024
Q1 | $1.47M | Buy |
13,516
+539
| +4% | +$58.6K | 0.11% | 189 |
|
|
2023
Q4 | $1.44M | Sell |
12,977
-354
| -3% | -$36.9K | 0.11% | 188 |
|
|
2023
Q3 | $1.36M | Sell |
13,331
-189
| -1% | -$19.9K | 0.11% | 184 |
|
|
2023
Q2 | $1.46M | Sell |
13,520
-212
| -2% | -$22.9K | 0.12% | 185 |
|
|
2023
Q1 | $1.51M | Sell |
13,732
-194
| -1% | -$21K | 0.12% | 185 |
|
|
2022
Q4 | $1.47M | Sell |
13,926
-1,147
| -8% | -$120K | 0.13% | 171 |
|
|
2022
Q3 | $1.54M | Sell |
15,073
-1,841
| -11% | -$203K | 0.15% | 143 |
|
|
2022
Q2 | $1.86M | Sell |
16,914
-1,448
| -8% | -$163K | 0.17% | 142 |
|
|
2022
Q1 | $2.22M | Buy |
18,362
+147
| +0.8% | +$18.3K | 0.17% | 134 |
|
|
2021
Q4 | $2.41M | Buy |
18,215
+975
| +6% | +$130K | 0.17% | 130 |
|
|
2021
Q3 | $2.29M | Buy |
17,240
+8
| +0% | +$1.08K | 0.19% | 128 |
|
|
2021
Q2 | $2.31M | Buy |
17,232
+9
| +0.1% | +$1.19K | 0.18% | 127 |
|
|
2021
Q1 | $2.24M | Sell |
17,223
-482
| -3% | -$64.1K | 0.21% | 119 |
|
|
2020
Q4 | $2.45M | Sell |
17,705
-108
| -0.6% | -$14.7K | 0.25% | 99 |
|
|
2020
Q3 | $2.4M | Sell |
17,813
-534
| -3% | -$72.8K | 0.28% | 90 |
|
|
2020
Q2 | $2.47M | Buy |
18,347
+14,755
| +411% | +$1.92M | 0.32% | 83 |
|
|
2020
Q1 | $444K | Sell |
3,592
-100
| -3% | -$12.7K | 0.07% | 228 |
|
|
2019
Q4 | $472K | Buy |
3,692
+4
| +0.1% | +$509 | 0.05% | 276 |
|
|
2019
Q3 | $470K | Sell |
3,688
-48
| -1% | -$6.05K | 0.05% | 271 |
|
|
2019
Q2 | $465K | Sell |
3,736
-37
| -1% | -$4.44K | 0.05% | 284 |
|
|
2019
Q1 | $449K | Buy |
3,773
+3
| +0.1% | +$348 | 0.05% | 285 |
|
|
2018
Q4 | $425K | Sell |
3,770
-4,586
| -55% | -$516K | 0.06% | 267 |
|
|
2018
Q3 | $960K | Sell |
8,356
-90
| -1% | -$10.4K | 0.11% | 212 |
|
|
2018
Q2 | $968K | Buy |
8,446
+868
| +11% | +$99.9K | 0.11% | 212 |
|
|
2018
Q1 | $890K | Sell |
7,578
-4,063
| -35% | -$480K | 0.11% | 219 |
|
|
2017
Q4 | $1.42M | Buy |
11,641
+528
| +5% | +$63.9K | 0.17% | 155 |
|
|
2017
Q3 | $1.35M | Buy |
11,113
+147
| +1% | +$17.8K | 0.17% | 149 |
|
|
2017
Q2 | $1.32M | Buy |
10,966
+356
| +3% | +$42.5K | 0.18% | 150 |
|
|
2017
Q1 | $1.25M | Sell |
10,610
-274
| -3% | -$32.2K | 0.17% | 149 |
|
|
2016
Q4 | $1.27M | Buy |
10,884
+1,177
| +12% | +$140K | 0.19% | 142 |
|
|
2016
Q3 | $1.2M | Buy |
9,707
+1,140
| +13% | +$140K | 0.21% | 128 |
|
|
2016
Q2 | $1.05M | Buy |
8,567
+858
| +11% | +$103K | 0.19% | 139 |
|
|
2016
Q1 | $916K | Buy |
7,709
+823
| +12% | +$94.6K | 0.18% | 148 |
|
|
2015
Q4 | $785K | Buy |
6,886
+523
| +8% | +$60.5K | 0.15% | 160 |
|
|
2015
Q3 | $739K | Sell |
6,363
-220
| -3% | -$25.4K | 0.15% | 169 |
|
|
2015
Q2 | $762K | Sell |
6,583
-141
| -2% | -$16.7K | 0.14% | 176 |
|
|
2015
Q1 | $818K | Sell |
6,724
-394
| -6% | -$47.8K | 0.15% | 166 |
|
|
2014
Q4 | $850K | Sell |
7,118
-2,140
| -23% | -$255K | 0.16% | 157 |
|
|
2014
Q3 | $1.09M | Sell |
9,258
-701
| -7% | -$83.3K | 0.22% | 129 |
|
|
2014
Q2 | $1.19M | Sell |
9,959
-1,092
| -10% | -$129K | 0.24% | 123 |
|
|
2014
Q1 | $1.29M | Buy |
11,051
+351
| +3% | +$40.7K | 0.27% | 114 |
|
|
2013
Q4 | $1.22M | Buy |
10,700
+1,113
| +12% | +$127K | 0.27% | 113 |
|
|
2013
Q3 | $1.09M | Buy |
9,587
+657
| +7% | +$74.3K | 0.29% | 106 |
|
|
2013
Q2 | $1.01M | Buy |
+8,930
| New | +$1.06M | 0.26% | 105 |
|
Other funds holding LQD
MYLI
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B
North Star Investment Management's LQD Position: Q1 2026 in Review
North Star Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 67% in Q1 2026, buying an estimated $51.7K and bringing the position to 1,165 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #563.
North Star Investment Management first reported a position in LQD in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.47M in Q2 2020. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.
- North Star Investment Management held 1,165 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $127K as of Q1 2026.
- North Star Investment Management bought 469 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $51.7K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #563 holding.
- North Star Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
- North Star Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.47M in Q2 2020.
- 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.