BL
LQD icon

BCWM LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

BCWM 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
Q1 		$2M Buy
18,384
+330
+2% +$36.4K 0.57% 43
2025
Q4 		$1.99M Buy
18,054
+621
+4% +$69K 0.6% 41
2025
Q3 		$1.94M Buy
17,433
+916
+6% +$101K 0.58% 42
2025
Q2 		$1.81M Sell
16,517
-864
-5% -$92.7K 0.57% 43
2025
Q1 		$1.89M Buy
17,381
+614
+4% +$66.2K 0.66% 43
2024
Q4 		$1.79M Buy
+16,767
New +$1.83M 0.64% 44
2024
Q2 		$1.7M Buy
15,840
+937
+6% +$100K 0.61% 44
2024
Q1 		$1.62M Buy
14,903
+291
+2% +$31.6K 0.56% 48
2023
Q4 		$1.62M Buy
14,612
+2,429
+20% +$253K 0.55% 46
2023
Q3 		$1.24M Buy
12,183
+214
+2% +$22.6K 0.45% 50
2023
Q2 		$1.29M Buy
11,969
+3,530
+42% +$382K 0.43% 50
2023
Q1 		$925K Buy
8,439
+540
+7% +$58.5K 0.29% 52
2022
Q4 		$833K Buy
7,899
+232
+3% +$24.3K 0.27% 52
2022
Q3 		$785K Buy
7,667
+687
+10% +$75.7K 0.29% 53
2022
Q2 		$768K Sell
6,980
-1,155
-14% -$130K 0.26% 53
2022
Q1 		$984K Sell
8,135
-428
-5% -$53.4K 0.29% 51
2021
Q4 		$1.14M Buy
8,563
+111
+1% +$14.8K 0.33% 54
2021
Q3 		$1.12M Sell
8,452
-540
-6% -$73K 0.34% 53
2021
Q2 		$1.21M Sell
8,992
-840
-9% -$111K 0.36% 52
2021
Q1 		$1.28M Sell
9,832
-958
-9% -$127K 0.38% 53
2020
Q4 		$1.49M Buy
10,790
+33
+0.3% +$4.49K 0.44% 54
2020
Q3 		$1.45M Sell
10,757
-210
-2% -$28.6K 0.49% 52
2020
Q2 		$1.48M Sell
10,967
-10,023
-48% -$1.3M 0.53% 53
2020
Q1 		$2.59M Sell
20,990
-2,044
-9% -$260K 1.08% 45
2019
Q4 		$2.95M Buy
23,034
+737
+3% +$93.8K 1.05% 47
2019
Q3 		$2.84M Sell
22,297
-1,326
-6% -$167K 1.15% 39
2019
Q2 		$2.94M Buy
23,623
+779
+3% +$93.5K 1.17% 39
2019
Q1 		$2.72M Buy
22,844
+2,578
+13% +$299K 1.22% 40
2018
Q4 		$22.9M Sell
20,266
-105
-0.5% -$11.8K 1.09% 45
2018
Q3 		$2.34M Buy
20,371
+1,109
+6% +$128K 0.98% 48
2018
Q2 		$2.21M Buy
19,262
+2,163
+13% +$249K 0.97% 54
2018
Q1 		$2.01M Buy
17,099
+212
+1% +$25K 0.85% 48
2017
Q4 		$2.05M Buy
16,887
+75
+0.4% +$9.07K 0.84% 49
2017
Q3 		$2.04M Buy
16,812
+1,348
+9% +$163K 0.85% 51
2017
Q2 		$1.86M Buy
15,464
+1,066
+7% +$127K 0.83% 53
2017
Q1 		$1.7M Buy
14,398
+1,391
+11% +$163K 0.76% 57
2016
Q4 		$1.52M Buy
13,007
+1,455
+13% +$173K 0.71% 53
2016
Q3 		$1.42M Sell
11,552
-216
-2% -$26.6K 0.66% 52
2016
Q2 		$1.44M Sell
11,768
-49
-0.4% -$5.88K 0.69% 51
2016
Q1 		$1.4M Buy
11,817
+1,095
+10% +$126K 0.78% 51
2015
Q4 		$1.22M Buy
10,722
+543
+5% +$62.8K 0.74% 54
2015
Q3 		$1.18M Buy
10,179
+299
+3% +$34.6K 0.58% 67
2015
Q2 		$1.14M Sell
9,880
-435
-4% -$51.5K 0.48% 65
2015
Q1 		$12.6M Sell
10,315
-324
-3% -$39.3K 0.58% 62
2014
Q4 		$12.7M Sell
10,639
-259
-2% -$30.9K 0.61% 59
2014
Q3 		$12.9K Sell
10,898
-1,034
-9% -$123K 0.65% 59
2014
Q2 		$1.42M Sell
11,932
-1,562
-12% -$185K 0.73% 56
2014
Q1 		$1.58M Sell
13,494
-4,954
-27% -$574K 0.83% 54
2013
Q4 		$2.11M Sell
18,448
-672
-4% -$76.7K 1.19% 41
2013
Q3 		$2.17M Sell
19,120
-5,093
-21% -$576K 1.33% 37
2013
Q2 		$2.75M Buy
+24,213
New +$2.88M 1.67% 25

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

BCWM LLC's LQD Position: Q1 2026 in Review

BCWM LLC increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.8% in Q1 2026, buying an estimated $36.4K and bringing the position to 18,384 shares worth $2M. The position accounts for 0.57% of the portfolio, ranked #43.

BCWM LLC first reported a position in LQD in Q2 2013 and has held it in 51 quarters since. The position peaked at $22.9M in Q4 2018. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • BCWM LLC held 18,384 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $2M as of Q1 2026.
  • BCWM LLC bought 330 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $36.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.57% of BCWM LLC's portfolio in Q1 2026, its #43 holding.
  • BCWM LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • BCWM LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22.9M in Q4 2018.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.