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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Per Stirling Capital Management's LQD Position: Q1 2026 in Review

Per Stirling Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q1 2026, selling an estimated $72.9K and leaving 5,475 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #182.

Per Stirling Capital Management first reported a position in LQD in Q4 2022 and has held it in 14 quarters since. The position peaked at $814K in Q3 2024. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Per Stirling Capital Management held 5,475 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $597K as of Q1 2026.
  • Per Stirling Capital Management sold 661 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $72.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q1 2026, its #182 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 14 quarters since.
  • Per Stirling Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $814K in Q3 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.