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

Stratos 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 		$38.4M Buy
352,343
+12,232
+4% +$1.33M 1.39% 17
2026
Q1 		$37.1M Buy
340,111
+11,223
+3% +$1.24M 1.49% 16
2025
Q4 		$36.2M Buy
328,888
+14,351
+5% +$1.6M 1.45% 19
2025
Q3 		$35.1M Buy
314,537
+9,704
+3% +$1.07M 1.45% 20
2025
Q2 		$33.4M Buy
304,833
+7,743
+3% +$831K 1.53% 16
2025
Q1 		$32.3M Buy
297,090
+15,095
+5% +$1.63M 1.72% 15
2024
Q4 		$30.1M Buy
281,995
+59,114
+27% +$6.47M 1.81% 15
2024
Q3 		$25.2M Buy
222,881
+34,831
+19% +$3.85M 1.76% 16
2024
Q2 		$20.1M Buy
188,050
+44,496
+31% +$4.75M 1.67% 15
2024
Q1 		$15.6M Buy
143,554
+19,947
+16% +$2.17M 1.53% 19
2023
Q4 		$13.7M Sell
123,607
-19,087
-13% -$1.99M 1.62% 20
2023
Q3 		$14.6M Buy
142,694
+15,775
+12% +$1.66M 2.18% 14
2023
Q2 		$13.7M Buy
126,919
+8,002
+7% +$865K 2.11% 13
2023
Q1 		$13M Buy
118,917
+8,497
+8% +$920K 2.19% 12
2022
Q4 		$11.6M Buy
110,420
+8,583
+8% +$898K 2.08% 13
2022
Q3 		$10.4M Buy
101,837
+617
+0.6% +$68K 2.11% 11
2022
Q2 		$11.1M Buy
101,220
+5,333
+6% +$602K 2.11% 9
2022
Q1 		$11.6M Buy
95,887
+6,864
+8% +$856K 1.93% 12
2021
Q4 		$11.8M Buy
89,023
+29,447
+49% +$3.91M 1.86% 13
2021
Q3 		$7.92M Buy
59,576
+41,552
+231% +$5.62M 1.38% 19
2021
Q2 		$2.42M Buy
18,024
+4,128
+30% +$544K 0.67% 51
2021
Q1 		$1.81M Buy
13,896
+3,175
+30% +$422K 0.57% 55
2020
Q4 		$1.48M Sell
10,721
-604
-5% -$82.3K 0.47% 60
2020
Q3 		$1.53M Sell
11,325
-1,260
-10% -$172K 0.55% 53
2020
Q2 		$1.69M Sell
12,585
-177
-1% -$23K 0.72% 44
2020
Q1 		$1.58M Buy
12,762
+2,616
+26% +$333K 0.84% 38
2019
Q4 		$1.3M Sell
10,146
-362
-3% -$46.1K 0.6% 43
2019
Q3 		$1.34M Buy
10,508
+304
+3% +$38.3K 0.76% 37
2019
Q2 		$1.27M Buy
10,204
+1,713
+20% +$206K 0.8% 33
2019
Q1 		$1.01M Buy
+8,491
New +$984K 0.8% 36

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

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

Stratos Investment Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.6% in Q2 2026, buying an estimated $1.33M and bringing the position to 352,343 shares worth $38.4M. The position accounts for 1.39% of the portfolio, ranked #17.

Stratos Investment Management first reported a position in LQD in Q1 2019 and has held it in 30 quarters since. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Stratos Investment Management held 352,343 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $38.4M as of Q2 2026.
  • Stratos Investment Management bought 12,232 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.33M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.39% of Stratos Investment Management's portfolio in Q2 2026, its #17 holding.
  • Stratos Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.