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

Vision 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	$19.5M	Buy	178,377 +3,657	+2%	+$398K	2.22%	13
2026 Q1	$19M	Buy	174,720 +3,604	+2%	+$397K	2.4%	12
2025 Q4	$18.9M	Buy	171,116 +4,379	+3%	+$487K	2.27%	13
2025 Q3	$18.6M	Buy	166,737 +3,613	+2%	+$397K	2.29%	13
2025 Q2	$17.9M	Buy	163,124 +5,174	+3%	+$555K	2.35%	12
2025 Q1	$17.2M	Buy	157,950 +10,754	+7%	+$1.16M	2.47%	12
2024 Q4	$15.7M	Buy	147,196 +7,312	+5%	+$800K	2.31%	12
2024 Q3	$15.8M	Buy	139,884 +2,187	+2%	+$242K	2.23%	12
2024 Q2	$14.8M	Buy	137,697 +4,468	+3%	+$477K	2.19%	12
2024 Q1	$14.5M	Buy	133,229 +3,817	+3%	+$415K	2.16%	12
2023 Q4	$14.3M	Buy	129,412 +3,902	+3%	+$406K	2.23%	12
2023 Q3	$12.8M	Sell	125,510 -302	-0.2%	-$31.8K	2.36%	12
2023 Q2	$13.6M	Buy	125,812 +4,357	+4%	+$471K	2.32%	10
2023 Q1	$13.3M	Buy	121,455 +269	+0.2%	+$29.1K	2.41%	11
2022 Q4	$12.8M	Buy	121,186 +517	+0.4%	+$54.1K	2.44%	11
2022 Q3	$12.4M	Buy	+120,669	New	+$13.3M	2.55%	9
2021 Q3	–	Sell	-89,268	Closed	-$12M	–	107
2021 Q2	$12M	Buy	89,268 +894	+1%	+$118K	1.98%	11
2021 Q1	$11.5M	Buy	88,374 +5,374	+6%	+$715K	2.04%	11
2020 Q4	$11.5M	Buy	83,000 +19,388	+30%	+$2.64M	2.13%	10
2020 Q3	$8.57M	Buy	63,612 +1,662	+3%	+$227K	1.8%	17
2020 Q2	$8.33M	Buy	61,950 +1,954	+3%	+$254K	1.91%	17
2020 Q1	$7.41M	Sell	59,996 -3,387	-5%	-$432K	1.97%	13
2019 Q4	$8.11M	Buy	63,383 +9,133	+17%	+$1.16M	1.9%	14
2019 Q3	$6.92M	Buy	54,250 +4,702	+9%	+$592K	1.8%	16
2019 Q2	$6.16M	Buy	49,548 +7,508	+18%	+$902K	1.62%	20
2019 Q1	$5M	Buy	42,040 +4,060	+11%	+$470K	1.39%	23
2018 Q4	$4.29M	Sell	37,980 -7,193	-16%	-$809K	1.35%	25
2018 Q3	$5.19M	Buy	45,173 +3,762	+9%	+$434K	1.4%	22
2018 Q2	$4.74M	Buy	41,411 +3,524	+9%	+$406K	1.38%	22
2018 Q1	$4.45M	Buy	+37,887	New	+$4.48M	1.31%	25

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

Vision Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.1% in Q2 2026, buying an estimated $398K and bringing the position to 178,377 shares worth $19.5M. The position accounts for 2.22% of the portfolio, ranked #13.

Vision Capital Management first reported a position in LQD in Q1 2018 and has held it in 30 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Vision Capital Management held 178,377 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $19.5M as of Q2 2026.
Vision Capital Management bought 3,657 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $398K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.22% of Vision Capital Management's portfolio in Q2 2026, its #13 holding.
Vision Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 30 quarters since.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.