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Blue Capital Inc’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Blue Capital Inc’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
Q3 		$697K Buy
6,819
+202
+3% +$21.4K 0.43% 78
2026
Q2 		$722K Sell
6,617
-11,237
-63% -$1.22M 0.46% 62
2026
Q1 		$1.95M Buy
17,854
+6,483
+57% +$715K 1.27% 28
2025
Q4 		$1.25M Buy
+11,371
New +$1.26M 0.89% 37

Other funds holding LQD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Blue Capital Inc's LQD Position: Q3 2026 in Review

Blue Capital Inc increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.1% in Q3 2026, buying an estimated $21.4K and bringing the position to 6,819 shares worth $697K. The position accounts for 0.43% of the portfolio, ranked #78.

Blue Capital Inc first reported a position in LQD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q1 2026. 67 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Blue Capital Inc held 6,819 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $697K as of Q3 2026.
  • Blue Capital Inc bought 202 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $21.4K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.43% of Blue Capital Inc's portfolio in Q3 2026, its #78 holding.
  • Blue Capital Inc first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Blue Capital Inc's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.95M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Blue Capital Inc's 13F filing for Q3 2026, filed 13 Oct 2026.