Palouse Capital 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
Q2 | $260K | Sell |
2,386
-959
| -29% | -$104K | 0.16% | 65 |
|
|
2026
Q1 | $365K | Sell |
3,345
-170
| -5% | -$18.7K | 0.24% | 62 |
|
|
2025
Q4 | $387K | Sell |
3,515
-507
| -13% | -$56.4K | 0.25% | 62 |
|
|
2025
Q3 | $448K | Sell |
4,022
-5
| -0.1% | -$550 | 0.29% | 61 |
|
|
2025
Q2 | $441K | Sell |
4,027
-153
| -4% | -$16.4K | 0.29% | 58 |
|
|
2025
Q1 | $454K | Sell |
4,180
-351
| -8% | -$37.8K | 0.31% | 59 |
|
|
2024
Q4 | $484K | Sell |
4,531
-623
| -12% | -$68.2K | 0.32% | 61 |
|
|
2024
Q3 | $582K | Sell |
5,154
-706
| -12% | -$78.1K | 0.37% | 60 |
|
|
2024
Q2 | $628K | Sell |
5,860
-406
| -6% | -$43.3K | 0.42% | 59 |
|
|
2024
Q1 | $682K | Sell |
6,266
-1,405
| -18% | -$153K | 0.45% | 57 |
|
|
2023
Q4 | $849K | Sell |
7,671
-81
| -1% | -$8.44K | 0.6% | 60 |
|
|
2023
Q3 | $791K | Sell |
7,752
-98
| -1% | -$10.3K | 0.59% | 61 |
|
|
2023
Q2 | $909K | Buy |
7,850
+1,453
| +23% | +$157K | 0.64% | 62 |
|
|
2023
Q1 | $701K | Buy |
6,397
+389
| +6% | +$42.1K | 0.47% | 63 |
|
|
2022
Q4 | $14.5M | Sell |
6,008
-718
| -11% | -$75.2K | 1.01% | 29 |
|
|
2022
Q3 | $689K | Sell |
6,726
-123
| -2% | -$13.6K | 0.39% | 66 |
|
|
2022
Q2 | $754K | Buy |
6,849
+143
| +2% | +$16.1K | 0.37% | 67 |
|
|
2022
Q1 | $811K | Sell |
6,706
-400
| -6% | -$49.9K | 0.36% | 69 |
|
|
2021
Q4 | $942K | Sell |
7,106
-1,501
| -17% | -$199K | 0.4% | 66 |
|
|
2021
Q3 | $1.15M | Sell |
8,607
-761
| -8% | -$103K | 0.51% | 62 |
|
|
2021
Q2 | $1.26M | Buy |
9,368
+502
| +6% | +$66.2K | 0.55% | 63 |
|
|
2021
Q1 | $1.15M | Buy |
8,866
+379
| +4% | +$50.4K | 0.51% | 63 |
|
|
2020
Q4 | $1.17M | Buy |
8,487
+325
| +4% | +$44.3K | 0.62% | 60 |
|
|
2020
Q3 | $1.1M | Sell |
8,162
-496
| -6% | -$67.6K | 0.62% | 57 |
|
|
2020
Q2 | $1.17M | Buy |
8,658
+343
| +4% | +$44.6K | 0.62% | 52 |
|
|
2020
Q1 | $1.03M | Sell |
8,315
-166
| -2% | -$21.2K | 0.61% | 52 |
|
|
2019
Q4 | $1.08M | Buy |
8,481
+191
| +2% | +$24.3K | 0.41% | 57 |
|
|
2019
Q3 | $1.06M | Sell |
8,290
-47
| -0.6% | -$5.92K | 0.39% | 59 |
|
|
2019
Q2 | $1.04M | Sell |
8,337
-581
| -7% | -$69.8K | 0.37% | 60 |
|
|
2019
Q1 | $1.06M | Buy |
8,918
+83
| +0.9% | +$9.62K | 0.41% | 59 |
|
|
2018
Q4 | $997K | Sell |
8,835
-1,687
| -16% | -$190K | 0.39% | 65 |
|
|
2018
Q3 | $1.21M | Buy |
10,522
+93
| +0.9% | +$10.7K | 0.42% | 64 |
|
|
2018
Q2 | $1.2M | Buy |
10,429
+235
| +2% | +$27.1K | 0.4% | 66 |
|
|
2018
Q1 | $1.2M | Buy |
10,194
+1,356
| +15% | +$160K | 0.4% | 65 |
|
|
2017
Q4 | $1.07M | Buy |
8,838
+1,223
| +16% | +$148K | 0.36% | 66 |
|
|
2017
Q3 | $923K | Buy |
7,615
+804
| +12% | +$97.2K | 0.31% | 69 |
|
|
2017
Q2 | $821K | Buy |
6,811
+1,625
| +31% | +$194K | 0.3% | 66 |
|
|
2017
Q1 | $611K | Buy |
5,186
+2,307
| +80% | +$271K | 0.23% | 65 |
|
|
2016
Q4 | $337K | Hold |
2,879
| – | – | 0.14% | 66 |
|
|
2016
Q3 | $355K | Buy |
2,879
+120
| +4% | +$14.8K | 0.15% | 64 |
|
|
2016
Q2 | $339K | Sell |
2,759
-150
| -5% | -$18K | 0.14% | 67 |
|
|
2016
Q1 | $346K | Sell |
2,909
-95
| -3% | -$10.9K | 0.14% | 69 |
|
|
2015
Q4 | $342K | Sell |
3,004
-212
| -7% | -$24.5K | 0.13% | 73 |
|
|
2015
Q3 | $373K | Buy |
3,216
+422
| +15% | +$48.8K | 0.14% | 74 |
|
|
2015
Q2 | $323K | Sell |
2,794
-21
| -0.7% | -$2.49K | 0.11% | 87 |
|
|
2015
Q1 | $343K | Hold |
2,815
| – | – | 0.12% | 86 |
|
|
2014
Q4 | $336K | Buy |
2,815
+140
| +5% | +$16.7K | 0.12% | 106 |
|
|
2014
Q3 | $316K | Sell |
2,675
-50
| -2% | -$5.94K | 0.12% | 101 |
|
|
2014
Q2 | $325K | Sell |
2,725
-150
| -5% | -$17.7K | 0.12% | 98 |
|
|
2014
Q1 | $336K | Sell |
2,875
-865
| -23% | -$100K | 0.13% | 95 |
|
|
2013
Q4 | $427K | Sell |
3,740
-25
| -0.7% | -$2.85K | 0.16% | 79 |
|
|
2013
Q3 | $427K | Hold |
3,765
| – | – | 0.17% | 79 |
|
|
2013
Q2 | $428K | Buy |
+3,765
| New | +$448K | 0.18% | 71 |
|
Other funds holding LQD
JSTA
SOMRS
AB
FFA
KAS
Palouse Capital Management's LQD Position: Q2 2026 in Review
Palouse Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 29% in Q2 2026, selling an estimated $104K and leaving 2,386 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #65.
Palouse Capital Management first reported a position in LQD in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.5M in Q4 2022. 511 funds tracked by Wall St. Rank hold LQD as of Q2 2026.
- Palouse Capital Management held 2,386 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $260K as of Q2 2026.
- Palouse Capital Management sold 959 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $104K.
- iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Palouse Capital Management's portfolio in Q2 2026, its #65 holding.
- Palouse Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
- Palouse Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.5M in Q4 2022.
- 511 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.