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

Warwick Investment 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 		$1.43M Sell
13,117
-292
-2% -$31.8K 0.16% 53
2026
Q1 		$1.46M Sell
13,409
-1,048
-7% -$116K 0.21% 44
2025
Q4 		$1.59M Sell
14,457
-42
-0.3% -$4.67K 0.25% 46
2025
Q3 		$1.62M Buy
14,499
+130
+0.9% +$14.3K 0.28% 45
2025
Q2 		$1.57M Sell
14,369
-6,247
-30% -$670K 0.31% 40
2025
Q1 		$2.24M Sell
20,616
-2,023
-9% -$218K 0.47% 32
2024
Q4 		$2.42M Sell
22,639
-5,536
-20% -$606K 0.5% 27
2024
Q3 		$3.18M Buy
28,175
+81
+0.3% +$8.96K 0.75% 20
2024
Q2 		$3.01M Sell
28,094
-383
-1% -$40.9K 0.7% 23
2024
Q1 		$3.1M Buy
28,477
+737
+3% +$80.1K 0.74% 22
2023
Q4 		$3.07M Sell
27,740
-156
-0.6% -$16.2K 0.9% 22
2023
Q3 		$2.85M Buy
27,896
+6,504
+30% +$686K 1.07% 20
2023
Q2 		$2.31M Buy
21,392
+474
+2% +$51.3K 0.91% 21
2023
Q1 		$2.29M Buy
20,918
+2,251
+12% +$244K 0.97% 21
2022
Q4 		$1.97M Buy
+18,667
New +$1.95M 0.8% 20
2022
Q3 		– Sell
-11,644
Closed -$1.28M – 57
2022
Q2 		$1.28M Buy
11,644
+1,949
+20% +$220K 0.62% 21
2022
Q1 		$1.17M Buy
9,695
+1,723
+22% +$215K 0.51% 22
2021
Q4 		$1.06M Buy
+7,972
New +$1.06M 0.53% 19

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

Warwick Investment Management's LQD Position: Q2 2026 in Review

Warwick Investment Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.2% in Q2 2026, selling an estimated $31.8K and leaving 13,117 shares worth $1.43M. The position accounts for 0.16% of the portfolio, ranked #53.

Warwick Investment Management first reported a position in LQD in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.18M in Q3 2024. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Warwick Investment Management held 13,117 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.43M as of Q2 2026.
  • Warwick Investment Management sold 292 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.8K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Warwick Investment Management's portfolio in Q2 2026, its #53 holding.
  • Warwick Investment Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Warwick Investment Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.18M in Q3 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.