Punch & Associates Investment Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Punch & Associates Investment 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	$10.5K	Buy	96 +13	+16%	+$1.42K	﹤0.01%	163
2026 Q1	$9.05K	Buy	83 +36	+77%	+$3.97K	﹤0.01%	163
2025 Q4	$5.18K	Hold	47	–	–	﹤0.01%	155
2025 Q3	$5.24K	Buy	47 +2	+4%	+$220	﹤0.01%	159
2025 Q2	$4.93K	Hold	45	–	–	﹤0.01%	161
2025 Q1	$4.89K	Buy	45 +8	+22%	+$862	﹤0.01%	163
2024 Q4	$3.95K	Hold	37	–	–	﹤0.01%	166
2024 Q3	$4.18K	Hold	37	–	–	﹤0.01%	167
2024 Q2	$3.96K	Buy	37 +1	+3%	+$107	﹤0.01%	174
2024 Q1	$3.92K	Buy	36 +11	+44%	+$1.2K	﹤0.01%	175
2023 Q4	$2.77K	Sell	25 -9	-26%	-$937	﹤0.01%	228
2023 Q3	$3.47K	Buy	34 +5	+17%	+$527	﹤0.01%	230
2023 Q2	$3.14K	Buy	29 +23	+383%	+$2.49K	﹤0.01%	235
2023 Q1	$658	Buy	+6	New	+$650	﹤0.01%	230

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Punch & Associates Investment Management's LQD Position: Q2 2026 in Review

Punch & Associates Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 16% in Q2 2026, buying an estimated $1.42K and bringing the position to 96 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Punch & Associates Investment Management first reported a position in LQD in Q1 2023 and has held it in 14 quarters since. 1,110 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Punch & Associates Investment Management held 96 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $10.5K as of Q2 2026.
Punch & Associates Investment Management bought 13 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.42K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q2 2026, its #163 holding.
Punch & Associates Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,110 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.