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

Per Stirling 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 		$602K Buy
5,518
+43
+0.8% +$4.68K 0.06% 198
2026
Q1 		$597K Sell
5,475
-661
-11% -$72.9K 0.07% 182
2025
Q4 		$676K Buy
6,136
+176
+3% +$19.6K 0.08% 156
2025
Q3 		$664K Sell
5,960
-81
-1% -$8.9K 0.08% 149
2025
Q2 		$662K Buy
6,041
+375
+7% +$40.2K 0.09% 139
2025
Q1 		$616K Sell
5,666
-1,516
-21% -$163K 0.09% 149
2024
Q4 		$767K Sell
7,182
-27
-0.4% -$2.95K 0.11% 125
2024
Q3 		$814K Buy
7,209
+2,086
+41% +$231K 0.11% 130
2024
Q2 		$549K Buy
5,123
+379
+8% +$40.4K 0.09% 147
2024
Q1 		$517K Buy
4,744
+118
+3% +$12.8K 0.09% 138
2023
Q4 		$512K Buy
4,626
+50
+1% +$5.21K 0.09% 129
2023
Q3 		$467K Sell
4,576
-253
-5% -$26.7K 0.1% 127
2023
Q2 		$522K Buy
4,829
+91
+2% +$9.84K 0.11% 119
2023
Q1 		$519K Buy
4,738
+24
+0.5% +$2.6K 0.11% 110
2022
Q4 		$497K Buy
+4,714
New +$493K 0.09% 127

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Per Stirling Capital Management's LQD Position: Q2 2026 in Review

Per Stirling Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.79% in Q2 2026, buying an estimated $4.68K and bringing the position to 5,518 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #198.

Per Stirling Capital Management first reported a position in LQD in Q4 2022 and has held it in 15 quarters since. The position peaked at $814K in Q3 2024. 1,120 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Per Stirling Capital Management held 5,518 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $602K as of Q2 2026.
  • Per Stirling Capital Management bought 43 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.68K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.06% of Per Stirling Capital Management's portfolio in Q2 2026, its #198 holding.
  • Per Stirling Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Per Stirling Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $814K in Q3 2024.
  • 1,120 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.