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

Templeton & Phillips 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	$154K	Hold	1,416	–	–	0.11%	48
2026 Q1	$154K	Hold	1,416	–	–	0.13%	51
2025 Q4	$156K	Hold	1,416	–	–	0.1%	41
2025 Q3	$158K	Hold	1,416	–	–	0.11%	43
2025 Q2	$155K	Hold	1,416	–	–	0.11%	39
2025 Q1	$154K	Hold	1,416	–	–	0.11%	38
2024 Q4	$151K	Hold	1,416	–	–	0.12%	42
2024 Q3	$160K	Hold	1,416	–	–	0.12%	45
2024 Q2	$152K	Hold	1,416	–	–	0.13%	39
2024 Q1	$154K	Buy	+1,416	New	+$154K	0.14%	33

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

Templeton & Phillips Capital Management's LQD Position: Q2 2026 in Review

Templeton & Phillips Capital Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 1,416 shares worth $154K. The position accounts for 0.11% of the portfolio, ranked #48.

Templeton & Phillips Capital Management first reported a position in LQD in Q1 2024 and has held it in 10 quarters since. The position peaked at $160K in Q3 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Templeton & Phillips Capital Management held 1,416 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $154K as of Q2 2026.
Templeton & Phillips 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 0.11% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #48 holding.
Templeton & Phillips Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Templeton & Phillips Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $160K in Q3 2024.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.