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

Saxony 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 		$689K Buy
+6,314
New +$688K 0.32% 74
2025
Q1 		– Sell
-20,481
Closed -$2.19M – 137
2024
Q4 		$2.19M Buy
20,481
+3,580
+21% +$392K 1.93% 16
2024
Q3 		$1.91M Buy
16,901
+419
+3% +$46.4K 1.75% 19
2024
Q2 		$1.77M Sell
16,482
-7,254
-31% -$774K 1.94% 14
2024
Q1 		$2.59M Buy
23,736
+2,563
+12% +$279K 3.12% 6
2023
Q4 		$2.34M Buy
+21,173
New +$2.2M 3.1% 5

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
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
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Saxony Capital Management's LQD Position: Q2 2026 in Review

Saxony Capital Management opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 6,314 shares worth $689K. The stake represents 0.32% of the portfolio and ranks #74 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in LQD as recently as Q4 2024.

Saxony Capital Management first reported a position in LQD in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.59M in Q1 2024. 256 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Saxony Capital Management held 6,314 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $689K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Saxony Capital Management position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.32% of Saxony Capital Management's portfolio in Q2 2026, its #74 holding.
  • Saxony Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Saxony Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.59M in Q1 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.