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

Orleans 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 Q1	$799K	Hold	7,335	–	–	0.54%	56
2025 Q4	$808K	Sell	7,335 -75	-1%	-$8.34K	0.5%	60
2025 Q3	$826K	Sell	7,410 -5,525	-43%	-$607K	0.53%	53
2025 Q2	$1.42M	Buy	12,935 +100	+0.8%	+$10.7K	0.75%	45
2025 Q1	$1.4M	Hold	12,835	–	–	0.82%	41
2024 Q4	$1.38M	Sell	12,835 -175	-1%	-$19.1K	0.77%	42
2024 Q3	$1.47M	Buy	+13,010	New	+$1.44M	0.84%	39

Other funds holding LQD

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

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 New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Orleans Capital Management's LQD Position: Q1 2026 in Review

Orleans Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2026 at 7,335 shares worth $799K. The position accounts for 0.54% of the portfolio, ranked #56.

Orleans Capital Management first reported a position in LQD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Orleans Capital Management held 7,335 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $799K as of Q1 2026.
Orleans Capital Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.54% of Orleans Capital Management's portfolio in Q1 2026, its #56 holding.
Orleans Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Orleans Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.47M in Q3 2024.
1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.