1607 Capital Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

1607 Capital Partners’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	$2.89M	Sell	26,490 -33,820	-56%	-$3.69M	0.25%	80
2026 Q1	$6.57M	Hold	60,310	–	–	0.47%	51
2025 Q4	$6.65M	Sell	60,310 -59,550	-50%	-$6.62M	0.45%	47
2025 Q3	$13.4M	Sell	119,860 -12,650	-10%	-$1.39M	1.01%	27
2025 Q2	$14.5M	Buy	132,510 +4,710	+4%	+$505K	1.18%	25
2025 Q1	$13.9M	Buy	127,800 +7,450	+6%	+$803K	1.12%	24
2024 Q4	$12.9M	Buy	+120,350	New	+$13.2M	1.03%	29
2023 Q4	–	Sell	-7,000	Closed	-$714K	–	144
2023 Q3	$714K	Hold	7,000	–	–	0.05%	135
2023 Q2	$757K	Hold	7,000	–	–	0.05%	133
2023 Q1	$767K	Buy	+7,000	New	+$758K	0.05%	129
2022 Q4	–	Sell	-113,900	Closed	-$11.7M	–	145
2022 Q3	$11.7M	Sell	113,900 -49,700	-30%	-$5.48M	0.9%	34
2022 Q2	$18M	Sell	163,600 -229,700	-58%	-$25.9M	1.23%	25
2022 Q1	$47.6M	Sell	393,300 -301,000	-43%	-$37.5M	2.79%	8
2021 Q4	$92M	Buy	694,300 +56,000	+9%	+$7.44M	4.89%	5
2021 Q3	$84.9M	Buy	638,300 +243,740	+62%	+$32.9M	4.26%	6
2021 Q2	$53M	Buy	394,560 +119,050	+43%	+$15.7M	2.55%	7
2021 Q1	$35.8M	Buy	+275,510	New	+$36.7M	1.73%	13

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

1607 Capital Partners's LQD Position: Q2 2026 in Review

1607 Capital Partners reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 56% in Q2 2026, selling an estimated $3.69M and leaving 26,490 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #80.

1607 Capital Partners first reported a position in LQD in Q1 2021 and has held it in 17 quarters since. The position peaked at $92M in Q4 2021. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

1607 Capital Partners held 26,490 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2.89M as of Q2 2026.
1607 Capital Partners sold 33,820 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.69M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.25% of 1607 Capital Partners's portfolio in Q2 2026, its #80 holding.
1607 Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 17 quarters since.
1607 Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $92M in Q4 2021.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 1607 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.