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

Bellecapital’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 		$1M Hold
9,173
– – 0.16% 55
2026
Q1 		$1,000K Hold
9,173
– – 0.18% 58
2025
Q4 		$1.01M Hold
9,173
– – 0.18% 58
2025
Q3 		$1.02M Hold
9,173
– – 0.17% 60
2025
Q2 		$1.01M Hold
9,173
– – 0.18% 58
2025
Q1 		$997K Hold
9,173
– – 0.2% 60
2024
Q4 		$980K Hold
9,173
– – 0.17% 62
2024
Q3 		$1.04M Hold
9,173
– – 0.21% 68
2024
Q2 		$983K Hold
9,173
– – 0.21% 68
2024
Q1 		$999K Hold
9,173
– – 0.22% 71
2023
Q4 		$1.02M Sell
9,173
-1,995
-18% -$208K 0.23% 66
2023
Q3 		$1.14M Hold
11,168
– – 0.29% 63
2023
Q2 		$1.21M Buy
11,168
+157
+1% +$17K 0.29% 62
2023
Q1 		$1.21M Hold
11,011
– – 0.3% 66
2022
Q4 		$1.16M Hold
11,011
– – 0.33% 62
2022
Q3 		$1.13M Hold
11,011
– – 0.34% 57
2022
Q2 		$1.21M Sell
11,011
-2,329
-17% -$263K 0.34% 58
2022
Q1 		$1.61M Buy
13,340
+1,747
+15% +$218K 0.51% 42
2021
Q4 		$1.54M Sell
11,593
-12
-0.1% -$1.59K 0.44% 48
2021
Q3 		$1.54M Hold
11,605
– – 0.47% 47
2021
Q2 		$1.56M Sell
11,605
-2,792
-19% -$368K 0.47% 47
2021
Q1 		$1.87M Sell
14,397
-1,263
-8% -$168K 0.58% 39
2020
Q4 		$2.16M Sell
15,660
-262
-2% -$35.7K 0.72% 39
2020
Q3 		$2.15M Buy
15,922
+2,631
+20% +$359K 0.98% 29
2020
Q2 		$1.79M Buy
13,291
+2,797
+27% +$364K 0.84% 30
2020
Q1 		$1.3M Buy
+10,494
New +$1.34M 0.83% 28

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bellecapital's LQD Position: Q2 2026 in Review

Bellecapital held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2026 at 9,173 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #55.

Bellecapital first reported a position in LQD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.16M in Q4 2020. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Bellecapital held 9,173 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1M as of Q2 2026.
  • Bellecapital left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.16% of Bellecapital's portfolio in Q2 2026, its #55 holding.
  • Bellecapital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Bellecapital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.16M in Q4 2020.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.