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

Twele 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 		$12.8M Buy
117,726
+8,314
+8% +$906K 2.1% 17
2026
Q1 		$11.9M Buy
109,412
+5,991
+6% +$661K 2.13% 17
2025
Q4 		$11.4M Buy
103,421
+1,660
+2% +$185K 2.04% 17
2025
Q3 		$11.3M Buy
101,761
+5,071
+5% +$557K 2.09% 17
2025
Q2 		$10.6M Buy
96,690
+1,830
+2% +$196K 2.1% 17
2025
Q1 		$10.3M Sell
94,860
-4
-0% -$431 2.19% 17
2024
Q4 		$10.1M Buy
94,864
+6,835
+8% +$748K 2.15% 17
2024
Q3 		$9.95M Buy
88,029
+993
+1% +$110K 2.09% 17
2024
Q2 		$9.32M Hold
87,036
– – 2.11% 17
2024
Q1 		$9.48M Buy
87,036
+3,842
+5% +$417K 2.14% 17
2023
Q4 		$9.21M Buy
83,194
+1,453
+2% +$151K 1.48% 20
2023
Q3 		$8.34M Sell
81,741
-838
-1% -$88.4K 1.43% 20
2023
Q2 		$8.93M Sell
82,579
-8,634
-9% -$934K 1.44% 20
2023
Q1 		$10M Sell
91,213
-666
-0.7% -$72.1K 1.63% 18
2022
Q4 		$9.69M Buy
91,879
+3,734
+4% +$391K 1.59% 18
2022
Q3 		$9.03M Sell
88,145
-299
-0.3% -$33K 1.56% 18
2022
Q2 		$9.73M Sell
88,444
-812
-0.9% -$91.7K 1.53% 16
2022
Q1 		$10.8M Sell
89,256
-1,450
-2% -$181K 1.46% 19
2021
Q4 		$12M Buy
90,706
+2,986
+3% +$397K 1.52% 17
2021
Q3 		$11.7M Sell
87,720
-622
-0.7% -$84.1K 1.54% 17
2021
Q2 		$11.9M Sell
88,342
-1,516
-2% -$200K 1.84% 17
2021
Q1 		$11.7M Buy
89,858
+1,189
+1% +$158K 1.87% 17
2020
Q4 		$12.2M Buy
88,669
+10,285
+13% +$1.4M 2.2% 14
2020
Q3 		$10.6M Sell
78,384
-1,677
-2% -$229K 2.05% 14
2020
Q2 		$10.8M Buy
80,061
+204
+0.3% +$26.5K 2.15% 13
2020
Q1 		$9.86M Sell
79,857
-14,151
-15% -$1.8M 2.16% 14
2019
Q4 		$12M Buy
94,008
+7,790
+9% +$992K 2.25% 14
2019
Q3 		$11M Sell
86,218
-424
-0.5% -$53.4K 2.17% 14
2019
Q2 		$10.8M Buy
86,642
+4,146
+5% +$498K 2.16% 14
2019
Q1 		$9.82M Sell
82,496
-133
-0.2% -$15.4K 2.15% 15
2018
Q4 		$9.32M Buy
82,629
+597
+0.7% +$67.1K 2.16% 16
2018
Q3 		$9.43M Buy
82,032
+3,865
+5% +$445K 2.15% 16
2018
Q2 		$8.96M Sell
78,167
-163
-0.2% -$18.8K 2.08% 16
2018
Q1 		$9.2M Sell
78,330
-270
-0.3% -$31.9K 2.13% 17
2017
Q4 		$9.55M Hold
78,600
– – 2.18% 17
2017
Q3 		$9.53M Buy
78,600
+4,150
+6% +$502K 2.28% 17
2017
Q2 		$8.97M Buy
74,450
+34,548
+87% +$4.13M 2.24% 17
2017
Q1 		$4.71M Buy
39,902
+570
+1% +$66.9K 1.22% 21
2016
Q4 		$4.61M Buy
39,332
+3,939
+11% +$468K 1.23% 22
2016
Q3 		$4.36M Hold
35,393
– – 1.18% 23
2016
Q2 		$4.34M Hold
35,393
– – 1.21% 23
2016
Q1 		$4.21M Buy
35,393
+20,502
+138% +$2.36M 1.21% 23
2015
Q4 		$1.7M Sell
14,891
-7,679
-34% -$888K 0.51% 30
2015
Q3 		$2.62M Sell
22,570
-411
-2% -$47.5K 0.78% 31
2015
Q2 		$2.66M Hold
22,981
– – 0.76% 31
2015
Q1 		$2.8M Sell
22,981
-125
-0.5% -$15.2K 0.79% 30
2014
Q4 		$2.76M Sell
23,106
-288
-1% -$34.3K 0.8% 30
2014
Q3 		$2.77M Hold
23,394
– – 0.82% 31
2014
Q2 		$2.79M Hold
23,394
– – 0.83% 31
2014
Q1 		$2.74M Buy
23,394
+9,534
+69% +$1.11M 0.83% 31
2013
Q4 		$1.58M Buy
13,860
+4,426
+47% +$505K 0.5% 39
2013
Q3 		$1.07M Hold
9,434
– – 0.35% 45
2013
Q2 		$1.07M Buy
+9,434
New +$1.12M 0.37% 43

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
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
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Twele Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.6% in Q2 2026, buying an estimated $906K and bringing the position to 117,726 shares worth $12.8M. The position accounts for 2.1% of the portfolio, ranked #17.

Twele Capital Management first reported a position in LQD in Q2 2013 and has held it in 53 quarters since. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Twele Capital Management held 117,726 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.8M as of Q2 2026.
  • Twele Capital Management bought 8,314 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $906K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.1% of Twele Capital Management's portfolio in Q2 2026, its #17 holding.
  • Twele Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.