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Patriot Investment Management Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Patriot Investment Management Group’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 		$676K Hold
6,201
– – 0.04% 145
2026
Q1 		$676K Hold
6,201
– – 0.04% 148
2025
Q4 		$683K Sell
6,201
-28
-0.4% -$3.11K 0.04% 144
2025
Q3 		$694K Sell
6,229
-2
-0% -$220 0.05% 137
2025
Q2 		$683K Hold
6,231
– – 0.05% 134
2025
Q1 		$677K Sell
6,231
-1,717
-22% -$185K 0.05% 132
2024
Q4 		$849K Buy
7,948
+38
+0.5% +$4.16K 0.06% 117
2024
Q3 		$894K Sell
7,910
-218
-3% -$24.1K 0.07% 120
2024
Q2 		$871K Sell
8,128
-458
-5% -$48.9K 0.07% 112
2024
Q1 		$935K Sell
8,586
-516
-6% -$56.1K 0.07% 111
2023
Q4 		$1.01M Sell
9,102
-916
-9% -$95.4K 0.09% 100
2023
Q3 		$1.02M Sell
10,018
-1,263
-11% -$133K 0.09% 98
2023
Q2 		$1.22M Sell
11,281
-626
-5% -$67.7K 0.1% 96
2023
Q1 		$1.31M Sell
11,907
-6
-0.1% -$650 0.11% 90
2022
Q4 		$1.32M Sell
11,913
-2,083
-15% -$218K 0.11% 90
2022
Q3 		$1.43M Sell
13,996
-1,429
-9% -$158K 0.15% 82
2022
Q2 		$1.7M Sell
15,425
-191
-1% -$21.6K 0.17% 78
2022
Q1 		$1.89M Sell
15,616
-931
-6% -$116K 0.16% 73
2021
Q4 		$2.19M Buy
16,547
+32
+0.2% +$4.25K 0.19% 68
2021
Q3 		$2.2M Buy
16,515
+215
+1% +$29.1K 0.2% 65
2021
Q2 		$2.19M Sell
16,300
-529
-3% -$69.7K 0.2% 62
2021
Q1 		$2.19M Buy
16,829
+2,810
+20% +$374K 0.22% 60
2020
Q4 		$1.94M Sell
14,019
-2,701
-16% -$368K 0.29% 43
2020
Q3 		$2.25M Sell
16,720
-1,851
-10% -$252K 0.27% 52
2020
Q2 		$2.5M Buy
18,571
+42
+0.2% +$5.46K 0.32% 50
2020
Q1 		$2.29M Buy
18,529
+634
+4% +$80.8K 0.35% 48
2019
Q4 		$2.29M Sell
17,895
-1,050
-6% -$134K 0.3% 51
2019
Q3 		$2.42M Buy
18,945
+783
+4% +$98.6K 0.34% 47
2019
Q2 		$2.26M Buy
18,162
+494
+3% +$59.3K 0.32% 50
2019
Q1 		$2.1M Buy
+17,668
New +$2.05M 0.31% 48

Other funds holding LQD

Mirae Asset Global Investments
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Patriot Investment Management Group's LQD Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 6,201 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #145.

Patriot Investment Management Group first reported a position in LQD in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.5M in Q2 2020. 350 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Patriot Investment Management Group held 6,201 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $676K as of Q2 2026.
  • Patriot Investment Management Group left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Patriot Investment Management Group's portfolio in Q2 2026, its #145 holding.
  • Patriot Investment Management Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.5M in Q2 2020.
  • 350 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.