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

Winthrop 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 		$9.28M Buy
85,046
+480
+0.6% +$52.3K 2.24% 14
2026
Q1 		$9.22M Sell
84,566
-8,083
-9% -$891K 2.37% 13
2025
Q4 		$10.2M Sell
92,649
-383
-0.4% -$42.6K 2.38% 12
2025
Q3 		$10.4M Sell
93,032
-4,268
-4% -$469K 2.51% 12
2025
Q2 		$10.7M Sell
97,300
-239
-0.2% -$25.6K 2.7% 9
2025
Q1 		$10.6M Buy
97,539
+4,120
+4% +$444K 2.92% 10
2024
Q4 		$10M Buy
+93,419
New +$10.2M 2.66% 11
2024
Q1 		– Sell
-97,304
Closed -$10.8M – 231
2023
Q4 		$10.8M Buy
+97,304
New +$10.1M 3.52% 5

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

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

Winthrop Capital Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.57% in Q2 2026, buying an estimated $52.3K and bringing the position to 85,046 shares worth $9.28M. The position accounts for 2.24% of the portfolio, ranked #14.

Winthrop Capital Management first reported a position in LQD in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.8M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Winthrop Capital Management held 85,046 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $9.28M as of Q2 2026.
  • Winthrop Capital Management bought 480 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $52.3K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.24% of Winthrop Capital Management's portfolio in Q2 2026, its #14 holding.
  • Winthrop Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Winthrop Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $10.8M in Q4 2023.
  • 1,114 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

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