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Westwood Holdings Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Westwood Holdings Group’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 		$1.44M Sell
13,211
-1,046
-7% -$114K 0.01% 338
2026
Q1 		$1.55M Sell
14,257
-20,309
-59% -$2.24M 0.01% 330
2025
Q4 		$3.81M Sell
34,566
-693
-2% -$77K 0.03% 294
2025
Q3 		$3.93M Buy
35,259
+4,393
+14% +$483K 0.03% 292
2025
Q2 		$3.38M Sell
30,866
-1,438
-4% -$154K 0.02% 295
2025
Q1 		$3.51M Buy
32,304
+5,522
+21% +$595K 0.03% 282
2024
Q4 		$2.86M Sell
26,782
-1,052
-4% -$115K 0.02% 294
2024
Q3 		$3.14M Sell
27,834
-4,185
-13% -$463K 0.01% 315
2024
Q2 		$3.43M Sell
32,019
-1,908
-6% -$204K 0.02% 300
2024
Q1 		$3.69M Buy
33,927
+2,715
+9% +$295K 0.03% 270
2023
Q4 		$3.45M Sell
31,212
-15,687
-33% -$1.63M 0.03% 275
2023
Q3 		$4.79M Sell
46,899
-17,587
-27% -$1.85M 0.04% 250
2023
Q2 		$6.97M Buy
64,486
+2,855
+5% +$309K 0.06% 220
2023
Q1 		$6.75M Sell
61,631
-11,939
-16% -$1.29M 0.06% 226
2022
Q4 		$7.76M Buy
73,570
+4,794
+7% +$502K 0.07% 215
2022
Q3 		$7.05M Buy
68,776
+4,131
+6% +$455K 0.08% 193
2022
Q2 		$7.11M Sell
64,645
-12,066
-16% -$1.36M 0.08% 205
2022
Q1 		$9.28M Buy
76,711
+19,352
+34% +$2.41M 0.09% 201
2021
Q4 		$7.6M Buy
57,359
+16,995
+42% +$2.26M 0.07% 209
2021
Q3 		$5.37M Buy
40,364
+4,640
+13% +$627K 0.06% 224
2021
Q2 		$4.8M Buy
35,724
+1,783
+5% +$235K 0.05% 230
2021
Q1 		$4.41M Buy
33,941
+17,265
+104% +$2.3M 0.04% 262
2020
Q4 		$2.3M Buy
16,676
+8,330
+100% +$1.13M 0.03% 282
2020
Q3 		$1.12M Buy
+8,346
New +$1.14M 0.01% 309
2017
Q3 		– Sell
-1,070
Closed -$129K – 475
2017
Q2 		$129K Buy
+1,070
New +$128K ﹤0.01% 416

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

Westwood Holdings Group's LQD Position: Q2 2026 in Review

Westwood Holdings Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.3% in Q2 2026, selling an estimated $114K and leaving 13,211 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #338.

Westwood Holdings Group first reported a position in LQD in Q2 2017 and has held it in 25 quarters since. The position peaked at $9.28M in Q1 2022. 1,117 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Westwood Holdings Group held 13,211 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.44M as of Q2 2026.
  • Westwood Holdings Group sold 1,046 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #338 holding.
  • Westwood Holdings Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 25 quarters since.
  • Westwood Holdings Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.28M in Q1 2022.
  • 1,117 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.