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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
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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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