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

Apella 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 Q3	$8.1M	Sell	79,305 -38,481	-33%	-$4.08M	0.1%	141
2026 Q2	$12.7M	Sell	117,786 -5,246	-4%	-$572K	0.18%	94
2026 Q1	$13.5M	Sell	123,032 -5,547	-4%	-$612K	0.2%	91
2025 Q4	$14.2M	Buy	128,579 +2,348	+2%	+$261K	0.28%	74
2025 Q3	$14.2M	Buy	126,231 +97,441	+338%	+$10.7M	0.32%	69
2025 Q2	$3.12M	Buy	+28,790	New	+$3.09M	0.08%	130

Other funds holding LQD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Meiji Yasuda Life Insurance Tokyo, Japan $2.87B AUM 0.29% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Apella Capital's LQD Position: Q3 2026 in Review

Apella Capital reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 33% in Q3 2026, selling an estimated $4.08M and leaving 79,305 shares worth $8.1M. The position accounts for 0.1% of the portfolio, ranked #141.

Apella Capital first reported a position in LQD in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.2M in Q3 2025. 917 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Apella Capital held 79,305 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $8.1M as of Q3 2026.
Apella Capital sold 38,481 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.08M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #141 holding.
Apella Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Apella Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.2M in Q3 2025.
917 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.