Tiemann Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$447K Sell
4,097
-75
-2% -$8.27K 0.18% 106
2025
Q4
$460K Hold
4,172
0.18% 101
2025
Q3
$465K Sell
4,172
-1
-0% -$110 0.18% 102
2025
Q2
$457K Sell
4,173
-351
-8% -$37.7K 0.19% 97
2025
Q1
$492K Sell
4,524
-250
-5% -$26.9K 0.22% 82
2024
Q4
$510K Sell
4,774
-1
-0% -$109 0.23% 83
2024
Q3
$539K Sell
4,775
-200
-4% -$22.1K 0.23% 83
2024
Q2
$533K Sell
4,975
-355
-7% -$37.9K 0.24% 86
2024
Q1
$581K Hold
5,330
0.26% 83
2023
Q4
$590K Sell
5,330
-1,670
-24% -$174K 0.29% 75
2023
Q3
$714K Hold
7,000
0.38% 61
2023
Q2
$757K Sell
7,000
-5
-0.1% -$541 0.39% 62
2023
Q1
$768K Hold
7,005
0.42% 57
2022
Q4
$739K Sell
7,005
-1,056
-13% -$111K 0.43% 57
2022
Q3
$826K Sell
8,061
-100
-1% -$11K 0.54% 46
2022
Q2
$898K Sell
8,161
-890
-10% -$100K 0.48% 57
2022
Q1
$1.09M Sell
9,051
-125
-1% -$15.6K 0.51% 54
2021
Q4
$1.22M Hold
9,176
0.51% 53
2021
Q3
$1.22M Sell
9,176
-78
-0.8% -$10.5K 0.58% 46
2021
Q2
$1.24M Buy
9,254
+47
+0.5% +$6.2K 0.58% 45
2021
Q1
$1.2M Sell
9,207
-170
-2% -$22.6K 0.6% 45
2020
Q4
$1.29M Hold
9,377
0.69% 38
2020
Q3
$1.26M Hold
9,377
0.78% 34
2020
Q2
$1.26M Sell
9,377
-625
-6% -$81.3K 0.86% 31
2020
Q1
$1.24M Sell
10,002
-200
-2% -$25.5K 1.07% 24
2019
Q4
$1.31M Sell
10,202
-75
-0.7% -$9.55K 0.89% 29
2019
Q3
$1.31M Hold
10,277
0.95% 28
2019
Q2
$1.28M Hold
10,277
0.93% 29
2019
Q1
$1.22M Sell
10,277
-400
-4% -$46.3K 0.93% 31
2018
Q4
$1.21M Sell
10,677
-860
-7% -$96.7K 1.08% 28
2018
Q3
$1.33M Sell
11,537
-795
-6% -$91.6K 1.01% 29
2018
Q2
$1.41M Sell
12,332
-109
-0.9% -$12.6K 1.13% 25
2018
Q1
$1.46M Buy
12,441
+375
+3% +$44.3K 1.18% 23
2017
Q4
$1.47M Buy
12,066
+984
+9% +$119K 1.17% 22
2017
Q3
$1.34M Buy
11,082
+780
+8% +$94.3K 1.14% 24
2017
Q2
$1.24M Buy
10,302
+1,830
+22% +$219K 1.11% 24
2017
Q1
$999K Hold
8,472
0.93% 31
2016
Q4
$993K Sell
8,472
-175
-2% -$20.8K 0.97% 30
2016
Q3
$1.06M Buy
8,647
+546
+7% +$67.3K 0.98% 26
2016
Q2
$994K Buy
8,101
+770
+11% +$92.3K 0.93% 30
2016
Q1
$871K Hold
7,331
0.86% 34
2015
Q4
$836K Buy
7,331
+147
+2% +$17K 0.85% 33
2015
Q3
$834K Sell
7,184
-95
-1% -$11K 0.91% 30
2015
Q2
$842K Buy
7,279
+130
+2% +$15.4K 0.86% 31
2015
Q1
$870K Buy
7,149
+350
+5% +$42.4K 0.9% 31
2014
Q4
$812K Buy
6,799
+585
+9% +$69.7K 0.87% 29
2014
Q3
$735K Buy
6,214
+425
+7% +$50.5K 0.82% 34
2014
Q2
$690K Buy
5,789
+2,025
+54% +$240K 0.77% 40
2014
Q1
$440K Buy
3,764
+1,575
+72% +$183K 0.49% 66
2013
Q4
$250K Buy
+2,189
New +$250K 0.3% 118

Other funds holding LQD

Tiemann Investment Advisors's LQD Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.8% in Q1 2026, selling an estimated $8.27K and leaving 4,097 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #106.

Tiemann Investment Advisors first reported a position in LQD in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.47M in Q4 2017. 1,096 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Tiemann Investment Advisors held 4,097 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $447K as of Q1 2026.
  • Tiemann Investment Advisors sold 75 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.27K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Tiemann Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • Tiemann Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Tiemann Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.47M in Q4 2017.
  • 1,096 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.