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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
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 $1.37T 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

SSI Investment Management's LQD Position: Q1 2026 in Review

SSI Investment Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.08% in Q1 2026, selling an estimated $17K and leaving 183,046 shares worth $20M. The position accounts for 1.38% of the portfolio, ranked #12.

SSI Investment Management first reported a position in LQD in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.2M in Q4 2025. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • SSI Investment Management held 183,046 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $20M as of Q1 2026.
  • SSI Investment Management sold 154 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $17K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.38% of SSI Investment Management's portfolio in Q1 2026, its #12 holding.
  • SSI Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • SSI Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $20.2M in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.