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Rose Capital Advisors LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Rose Capital Advisors LLC’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 		$315K Buy
+2,892
New +$315K 0.16% 80

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BlackRock
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Wealthfront Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Rose Capital Advisors LLC's LQD Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 2,892 shares worth $315K. The stake represents 0.16% of the portfolio and ranks #80 among its holdings.

702 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Rose Capital Advisors LLC held 2,892 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $315K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #80 holding.
  • 702 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.