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

Spectrum Strategic 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 		$1.25M Sell
11,417
-982
-8% -$107K 0.62% 39
2026
Q1 		$1.35M Sell
12,399
-2,614
-17% -$288K 0.73% 33
2025
Q4 		$1.65M Sell
15,013
-12,056
-45% -$1.34M 0.88% 26
2025
Q3 		$3.02M Buy
27,069
+1,594
+6% +$175K 1.55% 15
2025
Q2 		$2.79M Sell
25,475
-4,110
-14% -$441K 1.41% 19
2025
Q1 		$3.22M Buy
29,585
+706
+2% +$76.1K 2.02% 9
2024
Q4 		$3.09M Buy
28,879
+12,259
+74% +$1.34M 1.94% 9
2024
Q3 		$1.88M Sell
16,620
-6,889
-29% -$762K 1.27% 15
2024
Q2 		$2.52M Buy
23,509
+237
+1% +$25.3K 1.84% 13
2024
Q1 		$2.53M Buy
23,272
+900
+4% +$97.8K 1.93% 11
2023
Q4 		$2.48M Buy
+22,372
New +$2.33M 2.12% 9

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

Spectrum Strategic Capital Management's LQD Position: Q2 2026 in Review

Spectrum Strategic Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.9% in Q2 2026, selling an estimated $107K and leaving 11,417 shares worth $1.25M. The position accounts for 0.62% of the portfolio, ranked #39.

Spectrum Strategic Capital Management first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Spectrum Strategic Capital Management held 11,417 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.25M as of Q2 2026.
  • Spectrum Strategic Capital Management sold 982 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.62% of Spectrum Strategic Capital Management's portfolio in Q2 2026, its #39 holding.
  • Spectrum Strategic Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Spectrum Strategic Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.22M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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