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

Berkeley Capital Partners’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	$1.97M	Buy	18,078 +373	+2%	+$40.6K	0.41%	44
2026 Q1	$1.93M	Buy	17,705 +124	+0.7%	+$13.7K	0.45%	40
2025 Q4	$1.94M	Sell	17,581 -227	-1%	-$25.2K	0.46%	38
2025 Q3	$1.99M	Buy	17,808 +38	+0.2%	+$4.18K	0.47%	38
2025 Q2	$1.95M	Sell	17,770 -5	-0%	-$537	0.49%	37
2025 Q1	$1.93M	Sell	17,775 -24	-0.1%	-$2.59K	0.53%	36
2024 Q4	$1.9M	Buy	17,799 +70	+0.4%	+$7.66K	0.53%	30
2024 Q3	$2M	Sell	17,729 -215	-1%	-$23.8K	0.57%	30
2024 Q2	$1.92M	Buy	17,944 +28	+0.2%	+$2.99K	0.58%	30
2024 Q1	$1.95M	Sell	17,916 -32	-0.2%	-$3.48K	0.6%	29
2023 Q4	$1.99M	Buy	+17,948	New	+$1.87M	0.66%	21
2023 Q1	–	Sell	-170,967	Closed	-$18M	–	147
2022 Q4	$18M	Buy	+170,967	New	+$17.9M	6.97%	2
2016 Q1	–	Sell	-5,377	Closed	-$613K	–	119
2015 Q4	$613K	Buy	+5,377	New	+$622K	0.5%	51

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

Berkeley Capital Partners's LQD Position: Q2 2026 in Review

Berkeley Capital Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.1% in Q2 2026, buying an estimated $40.6K and bringing the position to 18,078 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #44.

Berkeley Capital Partners first reported a position in LQD in Q4 2015 and has held it in 13 quarters since. The position peaked at $18M in Q4 2022. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Berkeley Capital Partners held 18,078 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.97M as of Q2 2026.
Berkeley Capital Partners bought 373 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $40.6K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.41% of Berkeley Capital Partners's portfolio in Q2 2026, its #44 holding.
Berkeley Capital Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 13 quarters since.
Berkeley Capital Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18M in Q4 2022.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.