Brasada Capital Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Brasada Capital 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	$1.64M	Sell	15,079 -2,330	-13%	-$254K	0.29%	72
2026 Q1	$1.9M	Sell	17,409 -67	-0.4%	-$7.39K	0.35%	66
2025 Q4	$1.93M	Sell	17,476 -847	-5%	-$94.2K	0.33%	70
2025 Q3	$2.05M	Buy	18,323 +161	+0.9%	+$17.7K	0.34%	68
2025 Q2	$1.98M	Sell	18,162 -1,551	-8%	-$166K	0.34%	67
2025 Q1	$2.08M	Buy	19,713 +6,768	+52%	+$729K	0.41%	61
2024 Q4	$1.36M	Sell	12,945 -3,318	-20%	-$363K	0.24%	79
2024 Q3	$1.84M	Buy	16,263 +2,860	+21%	+$316K	0.32%	71
2024 Q2	$1.46M	Buy	13,403 +873	+7%	+$93.2K	0.25%	77
2024 Q1	$1.36M	Buy	12,530 +1,183	+10%	+$129K	0.24%	84
2023 Q4	$1.26M	Buy	+11,347	New	+$1.18M	0.24%	84
2018 Q4	–	Sell	-72	Closed	-$8K	–	339
2018 Q3	$8K	Buy	+72	New	+$8.3K	﹤0.01%	305

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

Brasada Capital Management's LQD Position: Q2 2026 in Review

Brasada Capital Management reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 13% in Q2 2026, selling an estimated $254K and leaving 15,079 shares worth $1.64M. The position accounts for 0.29% of the portfolio, ranked #72.

Brasada Capital Management first reported a position in LQD in Q3 2018 and has held it in 12 quarters since. The position peaked at $2.08M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Brasada Capital Management held 15,079 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.64M as of Q2 2026.
Brasada Capital Management sold 2,330 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $254K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.29% of Brasada Capital Management's portfolio in Q2 2026, its #72 holding.
Brasada Capital Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2018 and has held it in 12 quarters since.
Brasada Capital Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.08M in Q1 2025.
1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.