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

TD 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	$26.2K	Hold	240	–	–	﹤0.01%	320
2026 Q1	$26.2K	Hold	240	–	–	﹤0.01%	323
2025 Q4	$26.4K	Hold	240	–	–	﹤0.01%	314
2025 Q3	$26.8K	Hold	240	–	–	﹤0.01%	288
2025 Q2	$26.3K	Hold	240	–	–	﹤0.01%	283
2025 Q1	$26.1K	Hold	240	–	–	﹤0.01%	236
2024 Q4	$25.6K	Hold	240	–	–	﹤0.01%	224
2024 Q3	$27.1K	Hold	240	–	–	﹤0.01%	230
2024 Q2	$25.7K	Hold	240	–	–	﹤0.01%	224
2024 Q1	$26.1K	Hold	240	–	–	﹤0.01%	224
2023 Q4	$26.6K	Hold	240	–	–	﹤0.01%	227
2023 Q3	$24.5K	Hold	240	–	–	﹤0.01%	225
2023 Q2	$26K	Hold	240	–	–	﹤0.01%	226
2023 Q1	$26.3K	Hold	240	–	–	﹤0.01%	221
2022 Q4	$25.3K	Sell	240 -2,000	-89%	-$209K	﹤0.01%	206
2022 Q3	$229K	Buy	+2,240	New	+$247K	0.03%	79
2022 Q1	–	Sell	-1,015	Closed	-$135K	–	239
2021 Q4	$135K	Buy	1,015 +57	+6%	+$7.58K	0.02%	105
2021 Q3	$127K	Buy	958 +13	+1%	+$1.76K	0.02%	103
2021 Q2	$127K	Buy	945 +500	+112%	+$65.9K	0.02%	95
2021 Q1	$58K	Buy	445 +150	+51%	+$20K	0.01%	131
2020 Q4	$41K	Hold	295	–	–	0.01%	140
2020 Q3	$40K	Hold	295	–	–	0.01%	124
2020 Q2	$40K	Hold	295	–	–	0.01%	120
2020 Q1	$36K	Sell	295 -42	-12%	-$5.35K	0.01%	114
2019 Q4	$43K	Hold	337	–	–	0.01%	123
2019 Q3	$43K	Sell	337 -39	-10%	-$4.91K	0.01%	121
2019 Q2	$47K	Buy	376 +81	+27%	+$9.73K	0.01%	99
2019 Q1	$35K	Hold	295	–	–	0.01%	93
2018 Q4	$33K	Buy	295 +195	+195%	+$21.9K	0.01%	94
2018 Q3	$11K	Buy	+100	New	+$11.5K	﹤0.01%	138
2017 Q4	–	Sell	-2	Closed	–	–	236
2017 Q3	$0	Buy	+2	New	+$242	﹤0.01%	271
2017 Q1	–	Sell	-68	Closed	-$8K	–	183
2016 Q4	$8K	Buy	+68	New	+$8.08K	﹤0.01%	125

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

TD Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 240 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

TD Capital Management first reported a position in LQD in Q4 2016 and has held it in 32 quarters since. The position peaked at $229K in Q3 2022. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

TD Capital Management held 240 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $26.2K as of Q2 2026.
TD Capital Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #320 holding.
TD Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 32 quarters since.
TD Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $229K in Q3 2022.
1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.