Yorktown Management & Research Company’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Yorktown Management & Research Company’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	$1.64M	Buy	15,000 +1,000	+7%	+$109K	1%	13
2026 Q1	$1.53M	Buy	14,000 +6,000	+75%	+$662K	1.28%	9
2025 Q4	$882K	Buy	+8,000	New	+$889K	0.7%	28
2016 Q2	–	Sell	-3,100	Closed	-$368K	–	338
2016 Q1	$368K	Hold	3,100	–	–	0.07%	144
2015 Q4	$353K	Buy	3,100 +300	+11%	+$34.7K	0.06%	191
2015 Q3	$325K	Buy	+2,800	New	+$324K	0.05%	222

Other funds holding LQD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Yorktown Management & Research Company's LQD Position: Q2 2026 in Review

Yorktown Management & Research Company increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.1% in Q2 2026, buying an estimated $109K and bringing the position to 15,000 shares worth $1.64M. The position accounts for 1% of the portfolio, ranked #13.

Yorktown Management & Research Company first reported a position in LQD in Q3 2015 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Yorktown Management & Research Company held 15,000 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.64M as of Q2 2026.
Yorktown Management & Research Company bought 1,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $109K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1% of Yorktown Management & Research Company's portfolio in Q2 2026, its #13 holding.
Yorktown Management & Research Company first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 6 quarters since.
702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.