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Caldwell Sutter Capital’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Caldwell Sutter Capital’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 		$210K Sell
1,926
-111
-5% -$12.1K 0.08% 216
2026
Q1 		$222K Hold
2,037
– – 0.09% 203
2025
Q4 		$224K Hold
2,037
– – 0.1% 199
2025
Q3 		$227K Hold
2,037
– – 0.1% 193
2025
Q2 		$223K Hold
2,037
– – 0.1% 184
2025
Q1 		$221K Hold
2,037
– – 0.11% 182
2024
Q4 		$218K Hold
2,037
– – 0.1% 195
2024
Q3 		$230K Hold
2,037
– – 0.11% 184
2024
Q2 		$218K Hold
2,037
– – 0.11% 182
2024
Q1 		$222K Buy
2,037
+50
+3% +$5.43K 0.11% 180
2023
Q4 		$220K Buy
1,987
+767
+63% +$79.9K 0.11% 177
2023
Q3 		$124K Hold
1,220
– – 0.07% 228
2023
Q2 		$132K Buy
+1,220
New +$132K 0.07% 222

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

Caldwell Sutter Capital's LQD Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.4% in Q2 2026, selling an estimated $12.1K and leaving 1,926 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #216.

Caldwell Sutter Capital first reported a position in LQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $230K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Caldwell Sutter Capital held 1,926 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
  • Caldwell Sutter Capital sold 111 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Caldwell Sutter Capital's portfolio in Q2 2026, its #216 holding.
  • Caldwell Sutter Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $230K in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.