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 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

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

Apella Capital's LQD Position: Q2 2026 in Review

Apella Capital reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 4.3% in Q2 2026, selling an estimated $572K and leaving 117,786 shares worth $12.7M. The position accounts for 0.18% of the portfolio, ranked #94.

Apella Capital first reported a position in LQD in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.2M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Apella Capital held 117,786 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.7M as of Q2 2026.
Apella Capital sold 5,246 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $572K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.18% of Apella Capital's portfolio in Q2 2026, its #94 holding.
Apella Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Apella Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $14.2M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.