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

Bramshill Investments’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	–	Sell	-200,000	Closed	-$22M	–	175
2025 Q4	$22M	Buy	+200,000	New	+$22.2M	1.25%	15
2019 Q2	–	Sell	-1,829	Closed	-$218K	–	108
2019 Q1	$218K	Buy	1,829 +929	+103%	+$108K	0.04%	103
2018 Q4	$102K	Buy	+900	New	+$101K	0.02%	107
2018 Q3	–	Sell	-1,141	Closed	-$131K	–	190
2018 Q2	$131K	Buy	+1,141	New	+$131K	0.05%	97

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Bramshill Investments's LQD Position: Q1 2026 in Review

Bramshill Investments sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 200,000 shares — an estimated $22M sold.

Bramshill Investments first reported a position in LQD in Q2 2018 and held it in 4 quarters. The position peaked at $22M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Bramshill Investments reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Bramshill Investments sold 200,000 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $22M.
Bramshill Investments first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2018 and held it in 4 quarters.
Bramshill Investments's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $22M in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.