CJ
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Caitlin John’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Caitlin John’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 		$421K Sell
3,862
-57
-1% -$6.21K 0.23% 113
2026
Q1 		$427K Buy
3,919
+3,060
+356% +$337K 0.26% 69
2025
Q4 		$94.6K Buy
859
+55
+7% +$6.12K 0.06% 232
2025
Q3 		$89.6K Buy
+804
New +$88.4K 0.06% 198
2025
Q2 		– Sell
-2,762
Closed -$300K – 154
2025
Q1 		$300K Sell
2,762
-1,228
-31% -$132K 0.29% 90
2024
Q4 		$426K Buy
3,990
+316
+9% +$34.6K 0.28% 78
2024
Q3 		$398K Buy
3,674
+3,099
+539% +$343K 0.25% 96
2024
Q2 		$61.6K Buy
575
+178
+45% +$19K 0.04% 224
2024
Q1 		$43.3K Buy
397
+258
+186% +$28K 0.03% 258
2023
Q4 		$15.4K Buy
+139
New +$14.5K 0.01% 371

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Caitlin John's LQD Position: Q2 2026 in Review

Caitlin John reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.5% in Q2 2026, selling an estimated $6.21K and leaving 3,862 shares worth $421K. The position accounts for 0.23% of the portfolio, ranked #113.

Caitlin John first reported a position in LQD in Q4 2023 and has held it in 10 quarters since. The position peaked at $427K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Caitlin John held 3,862 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $421K as of Q2 2026.
  • Caitlin John sold 57 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.21K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.23% of Caitlin John's portfolio in Q2 2026, its #113 holding.
  • Caitlin John first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Caitlin John's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $427K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.