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

SSI 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 		$15M Sell
137,523
-45,523
-25% -$4.96M 0.87% 23
2026
Q1 		$20M Sell
183,046
-154
-0.1% -$17K 1.38% 12
2025
Q4 		$20.2M Buy
183,200
+42,317
+30% +$4.7M 1.37% 12
2025
Q3 		$15.7M Buy
140,883
+284
+0.2% +$31.2K 1.07% 22
2025
Q2 		$15.4M Sell
140,599
-8,449
-6% -$907K 1.09% 20
2025
Q1 		$16.2M Sell
149,048
-4,009
-3% -$432K 1.26% 15
2024
Q4 		$16.4M Buy
153,057
+9,934
+7% +$1.09M 1.22% 14
2024
Q3 		$16.2M Sell
143,123
-2,428
-2% -$269K 1.19% 15
2024
Q2 		$15.6M Sell
145,551
-4,584
-3% -$489K 1.2% 13
2024
Q1 		$16.4M Buy
150,135
+3,565
+2% +$387K 1.24% 16
2023
Q4 		$16.2M Buy
146,570
+68,717
+88% +$7.16M 1.23% 16
2023
Q3 		$7.94M Sell
77,853
-127
-0.2% -$13.4K 0.65% 55
2023
Q2 		$8.43M Buy
77,980
+32,174
+70% +$3.48M 0.59% 65
2023
Q1 		$5.02M Buy
+45,806
New +$4.96M 0.35% 96

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

SSI Investment Management's LQD Position: Q2 2026 in Review

SSI Investment Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 25% in Q2 2026, selling an estimated $4.96M and leaving 137,523 shares worth $15M. The position accounts for 0.87% of the portfolio, ranked #23.

SSI Investment Management first reported a position in LQD in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.2M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • SSI Investment Management held 137,523 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $15M as of Q2 2026.
  • SSI Investment Management sold 45,523 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.96M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.87% of SSI Investment Management's portfolio in Q2 2026, its #23 holding.
  • SSI 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.
  • SSI Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20.2M in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.