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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Caitlin John's LQD Position: Q1 2026 in Review

Caitlin John increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 356% in Q1 2026, buying an estimated $337K and bringing the position to 3,919 shares worth $427K. The position accounts for 0.26% of the portfolio, ranked #69.

Caitlin John first reported a position in LQD in Q4 2023 and has held it in 9 quarters since. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Caitlin John held 3,919 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $427K as of Q1 2026.
  • Caitlin John bought 3,060 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $337K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.26% of Caitlin John's portfolio in Q1 2026, its #69 holding.
  • Caitlin John first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.