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

Triumph 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	$869K	Buy	7,971 +2,207	+38%	+$240K	0.16%	141
2026 Q1	$628K	Buy	5,764 +939	+19%	+$104K	0.13%	158
2025 Q4	$532K	Buy	4,825 +627	+15%	+$69.7K	0.11%	163
2025 Q3	$468K	Buy	4,198 +81	+2%	+$8.9K	0.13%	175
2025 Q2	$451K	Sell	4,117 -1,632	-28%	-$175K	0.14%	173
2025 Q1	$625K	Buy	5,749 +2,813	+96%	+$303K	0.21%	130
2024 Q4	$314K	Buy	+2,936	New	+$321K	0.11%	207
2024 Q1	–	Sell	-1,815	Closed	-$201K	–	244
2023 Q4	$201K	Buy	+1,815	New	+$189K	0.09%	204
2022 Q4	–	Sell	-2,618	Closed	-$268K	–	234
2022 Q3	$268K	Sell	2,618 -37,382	-93%	-$4.12M	0.15%	143
2022 Q2	$40K	Buy	40,000 +38,275	+2,219%	+$4.32M	0.02%	184
2022 Q1	$209K	Buy	1,725 +19	+1%	+$2.37K	0.09%	196
2021 Q4	$226K	Buy	+1,706	New	+$227K	0.1%	187

Other funds holding LQD

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

HCM

HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

Triumph Capital Management's LQD Position: Q2 2026 in Review

Triumph Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 38% in Q2 2026, buying an estimated $240K and bringing the position to 7,971 shares worth $869K. The position accounts for 0.16% of the portfolio, ranked #141.

Triumph Capital Management first reported a position in LQD in Q4 2021 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Triumph Capital Management held 7,971 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $869K as of Q2 2026.
Triumph Capital Management bought 2,207 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $240K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Triumph Capital Management's portfolio in Q2 2026, its #141 holding.
Triumph Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 12 quarters since.
227 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.