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Thurston Springer Miller Herd & Titak’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$98.8K Sell
906
-115
-11% -$12.5K 0.04% 353
2026
Q1 		$111K Sell
1,021
-172
-14% -$19K 0.05% 352
2025
Q4 		$132K Buy
1,193
+831
+230% +$92.4K 0.05% 309
2025
Q3 		$40.4K Sell
362
-6,141
-94% -$675K 0.08% 227
2025
Q2 		$713K Buy
6,503
+1,152
+22% +$124K 0.09% 204
2025
Q1 		$582K Buy
5,351
+1,279
+31% +$138K 0.1% 178
2024
Q4 		$435K Buy
4,072
+2,010
+97% +$220K 0.09% 193
2024
Q3 		$233K Buy
2,062
+1,101
+115% +$122K 0.06% 272
2024
Q2 		$103K Buy
+961
New +$103K 0.03% 404

Other funds holding LQD

JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Thurston Springer Miller Herd & Titak's LQD Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 11% in Q2 2026, selling an estimated $12.5K and leaving 906 shares worth $98.8K. The position accounts for 0.04% of the portfolio, ranked #353.

Thurston Springer Miller Herd & Titak first reported a position in LQD in Q2 2024 and has held it in 9 quarters since. The position peaked at $713K in Q2 2025. 158 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 906 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $98.8K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak sold 115 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #353 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Thurston Springer Miller Herd & Titak's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $713K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.