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

AlphaCore Capital’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	$11.2K	Hold	103	–	–	﹤0.01%	1394
2026 Q1	$11.2K	Sell	103 -127	-55%	-$14K	﹤0.01%	1108
2025 Q4	$25.3K	Buy	230 +3	+1%	+$334	﹤0.01%	1232
2025 Q3	$25.3K	Hold	227	–	–	﹤0.01%	932
2025 Q2	$24.9K	Hold	227	–	–	﹤0.01%	892
2025 Q1	$24.7K	Buy	+227	New	+$24.5K	﹤0.01%	643
2024 Q1	–	Sell	-100	Closed	-$11.1K	–	287
2023 Q4	$11.1K	Sell	100 -152	-60%	-$15.8K	﹤0.01%	333
2023 Q3	$25.7K	Hold	252	–	–	﹤0.01%	300
2023 Q2	$27.3K	Hold	252	–	–	﹤0.01%	269
2023 Q1	$27.6K	Sell	252 -21	-8%	-$2.27K	0.01%	181
2022 Q4	$28.8K	Hold	273	–	–	0.01%	115
2022 Q3	$28K	Buy	273 +121	+80%	+$13.3K	0.01%	99
2022 Q2	$17K	Sell	152 -19	-11%	-$2.15K	0.01%	118
2022 Q1	$21K	Buy	171 +79	+86%	+$9.86K	0.01%	108
2021 Q4	$12K	Sell	92 -1,226	-93%	-$163K	0.01%	88
2021 Q3	$175K	Buy	+1,318	New	+$178K	0.09%	57
2020 Q2	–	Sell	-1,364	Closed	-$168K	–	203
2020 Q1	$168K	Hold	1,364	–	–	0.13%	55
2019 Q4	$175K	Buy	+1,364	New	+$174K	0.11%	72

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

AlphaCore Capital's LQD Position: Q2 2026 in Review

AlphaCore Capital held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 103 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

AlphaCore Capital first reported a position in LQD in Q4 2019 and has held it in 18 quarters since. The position peaked at $175K in Q3 2021. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

AlphaCore Capital held 103 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11.2K as of Q2 2026.
AlphaCore Capital left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1394 holding.
AlphaCore Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 18 quarters since.
AlphaCore Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $175K in Q3 2021.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.