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Belpointe Asset Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Belpointe Asset Management’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 		– Sell
-3,026
Closed -$330K – 1182
2026
Q1 		$330K Sell
3,026
-5,202
-63% -$574K 0.01% 823
2025
Q4 		$907K Buy
8,228
+938
+13% +$104K 0.03% 473
2025
Q3 		$813K Buy
7,290
+2,921
+67% +$321K 0.03% 476
2025
Q2 		$479K Sell
4,369
-1,833
-30% -$197K 0.02% 590
2025
Q1 		$673K Buy
6,202
+883
+17% +$95.1K 0.04% 459
2024
Q4 		$590K Sell
5,319
-56
-1% -$6.13K 0.04% 474
2024
Q3 		$607K Buy
5,375
+900
+20% +$99.6K 0.04% 453
2024
Q2 		$479K Buy
4,475
+2,044
+84% +$218K 0.03% 471
2024
Q1 		$265K Sell
2,431
-505
-17% -$54.9K 0.02% 646
2023
Q4 		$325K Sell
2,936
-1,854
-39% -$193K 0.03% 502
2023
Q3 		$489K Sell
4,790
-494
-9% -$52.1K 0.05% 342
2023
Q2 		$571K Sell
5,284
-13,018
-71% -$1.41M 0.06% 281
2023
Q1 		$2.01M Sell
18,302
-972
-5% -$105K 0.11% 198
2022
Q4 		$2.03M Sell
19,274
-4,791
-20% -$501K 0.12% 170
2022
Q3 		$2.47M Sell
24,065
-2,851
-11% -$314K 0.17% 118
2022
Q2 		$2.96M Sell
26,916
-3,914
-13% -$442K 0.2% 100
2022
Q1 		$3.73M Sell
30,830
-28,044
-48% -$3.5M 0.23% 81
2021
Q4 		$7.8M Sell
58,874
-3,052
-5% -$406K 0.49% 31
2021
Q3 		$8.24M Buy
61,926
+13,494
+28% +$1.82M 0.56% 23
2021
Q2 		$6.51M Sell
48,432
-112
-0.2% -$14.8K 0.47% 31
2021
Q1 		$6.31M Sell
48,544
-10,295
-17% -$1.37M 0.54% 28
2020
Q4 		$8.13M Buy
58,839
+36,930
+169% +$5.03M 0.73% 15
2020
Q3 		$2.95M Buy
21,909
+135
+0.6% +$18.4K 0.33% 61
2020
Q2 		$2.93M Buy
21,774
+9,824
+82% +$1.28M 0.38% 51
2020
Q1 		$1.48M Sell
11,950
-25,234
-68% -$3.22M 0.26% 84
2019
Q4 		$4.76M Buy
37,184
+23,550
+173% +$3M 0.6% 29
2019
Q3 		$1.74M Sell
13,634
-172
-1% -$21.7K 0.28% 84
2019
Q2 		$1.72M Buy
+13,806
New +$1.66M 0.34% 61
2019
Q1 		– Sell
-10,061
Closed -$1.14M – 516
2018
Q4 		$1.14M Sell
10,061
-8,072
-45% -$908K 0.29% 72
2018
Q3 		$2.08M Buy
18,133
+14,731
+433% +$1.7M 0.33% 55
2018
Q2 		$390K Sell
3,402
-1,256
-27% -$145K 0.11% 216
2018
Q1 		$547K Sell
4,658
-18,734
-80% -$2.21M 0.16% 133
2017
Q4 		$2.84M Buy
23,392
+2,079
+10% +$252K 0.62% 27
2017
Q3 		$2.58M Buy
+21,313
New +$2.58M 0.6% 27

Other funds holding LQD

JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's LQD Position: Q2 2026 in Review

Belpointe Asset Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 3,026 shares — an estimated $330K sold.

Belpointe Asset Management first reported a position in LQD in Q3 2017 and held it in 34 quarters. The position peaked at $8.24M in Q3 2021. 476 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Belpointe Asset Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 3,026 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $330K.
  • Belpointe Asset Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2017 and held it in 34 quarters.
  • Belpointe Asset Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $8.24M in Q3 2021.
  • 476 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.