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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
Q3 		$775K Sell
7,580
-1,592
-17% -$169K 0.05% 232
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Titleist Asset Management's LQD Position: Q3 2026 in Review

Titleist Asset Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 17% in Q3 2026, selling an estimated $169K and leaving 7,580 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #232.

Titleist Asset Management first reported a position in LQD in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q4 2023. 68 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Titleist Asset Management held 7,580 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $775K as of Q3 2026.
  • Titleist Asset Management sold 1,592 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $169K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of Titleist Asset Management's portfolio in Q3 2026, its #232 holding.
  • Titleist Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Titleist Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.24M in Q4 2023.
  • 68 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.