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

Titleist Asset 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 		$1M Hold
9,172
– – 0.07% 191
2026
Q1 		$1,000K Buy
9,172
+2,410
+36% +$266K 0.08% 178
2025
Q4 		$745K Sell
6,762
-207
-3% -$23K 0.06% 177
2025
Q3 		$777K Buy
6,969
+347
+5% +$38.1K 0.07% 163
2025
Q2 		$726K Sell
6,622
-38
-0.6% -$4.08K 0.07% 167
2025
Q1 		$724K Sell
6,660
-459
-6% -$49.5K 0.08% 149
2024
Q4 		$761K Sell
7,119
-111
-2% -$12.1K 0.09% 152
2024
Q3 		$817K Sell
7,230
-75
-1% -$8.3K 0.12% 131
2024
Q2 		$783K Sell
7,305
-562
-7% -$60K 0.12% 124
2024
Q1 		$857K Sell
7,867
-3,363
-30% -$365K 0.15% 110
2023
Q4 		$1.24M Buy
11,230
+305
+3% +$31.8K 0.23% 82
2023
Q3 		$1.11M Buy
10,925
+2,293
+27% +$242K 0.23% 88
2023
Q2 		$933K Buy
+8,632
New +$933K 0.18% 96

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Titleist Asset Management's LQD Position: Q2 2026 in Review

Titleist Asset Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 9,172 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #191.

Titleist Asset Management first reported a position in LQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2023. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Titleist Asset Management held 9,172 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1M as of Q2 2026.
  • Titleist Asset 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 0.07% of Titleist Asset Management's portfolio in Q2 2026, its #191 holding.
  • Titleist Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Titleist Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2023.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.