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

Virtue 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 		$891K Buy
8,168
+3,461
+74% +$377K 0.12% 142
2026
Q1 		$510K Buy
4,707
+27
+0.6% +$2.98K 0.08% 188
2025
Q4 		$516K Sell
4,680
-525,666
-99% -$58.4M 0.08% 164
2025
Q3 		$26.9M Buy
530,346
+525,125
+10,058% +$57.7M 4.29% 5
2025
Q2 		$572K Sell
5,221
-1,694
-24% -$182K 0.11% 138
2025
Q1 		$752K Buy
6,915
+777
+13% +$83.7K 0.09% 189
2024
Q4 		$656K Buy
6,138
+302
+5% +$33K 0.13% 118
2024
Q3 		$659K Sell
5,836
-5,473
-48% -$605K 0.13% 130
2024
Q2 		$1.23M Sell
11,309
-1,390
-11% -$148K 0.21% 87
2024
Q1 		$1.35M Sell
12,699
-3,828
-23% -$416K 0.24% 78
2023
Q4 		$1.8M Sell
16,527
-7,437
-31% -$774K 0.36% 54
2023
Q3 		$2.56M Hold
23,964
– – 0.44% 42
2023
Q2 		$2.56M Sell
23,964
-6,578
-22% -$711K 0.44% 42
2023
Q1 		$3.34M Sell
30,542
-14,029
-31% -$1.52M 0.55% 29
2022
Q4 		$4.7M Buy
44,571
+19,351
+77% +$2.03M 0.72% 22
2022
Q3 		$2.58M Buy
25,220
+5,726
+29% +$631K 0.41% 25
2022
Q2 		$2.15M Sell
19,494
-6,794
-26% -$767K 0.34% 29
2022
Q1 		$3.18M Buy
26,288
+4,030
+18% +$503K 0.5% 34
2021
Q4 		$2.95M Buy
22,258
+3,459
+18% +$460K 0.44% 46
2021
Q3 		$2.5M Buy
18,799
+3,712
+25% +$502K 0.44% 42
2021
Q2 		$2.03M Buy
15,087
+2,562
+20% +$338K 0.4% 51
2021
Q1 		$1.63M Sell
12,525
-3,683
-23% -$490K 0.38% 59
2020
Q4 		$2.24M Sell
16,208
-3,621
-18% -$493K 0.55% 36
2020
Q3 		$2.67M Sell
19,829
-3,030
-13% -$413K 0.66% 34
2020
Q2 		$3.08M Buy
22,859
+20,481
+861% +$2.66M 0.71% 35
2020
Q1 		$294K Sell
2,378
-9,800
-80% -$1.25M 0.45% 20
2019
Q4 		$1.56M Sell
12,178
-10,119
-45% -$1.29M 0.45% 49
2019
Q3 		$2.84M Buy
22,297
+19,294
+642% +$2.43M 0.94% 29
2019
Q2 		$374K Sell
3,003
-1,515
-34% -$182K 0.14% 146
2019
Q1 		$538K Buy
+4,518
New +$523K 0.19% 45
2018
Q2 		– Sell
-1,824
Closed -$211K – 351
2018
Q1 		$211K Buy
1,824
+198
+12% +$23.4K 0.11% 181
2017
Q4 		$198K Buy
+1,626
New +$197K 0.11% 167

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Virtue Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 74% in Q2 2026, buying an estimated $377K and bringing the position to 8,168 shares worth $891K. The position accounts for 0.12% of the portfolio, ranked #142.

Virtue Capital Management first reported a position in LQD in Q4 2017 and has held it in 32 quarters since. The position peaked at $26.9M in Q3 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Virtue Capital Management held 8,168 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $891K as of Q2 2026.
  • Virtue Capital Management bought 3,461 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $377K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Virtue Capital Management's portfolio in Q2 2026, its #142 holding.
  • Virtue Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Virtue Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $26.9M in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.