Caldwell Sutter Capital
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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
Q3 		$197K Hold
1,926
– – 0.07% 221
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caldwell Sutter Capital's LQD Position: Q3 2026 in Review

Caldwell Sutter Capital held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q3 2026 at 1,926 shares worth $197K. The position accounts for 0.07% of the portfolio, ranked #221.

Caldwell Sutter Capital first reported a position in LQD in Q2 2023 and has held it in 14 quarters since. The position peaked at $230K in Q3 2024. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

  • Caldwell Sutter Capital held 1,926 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $197K as of Q3 2026.
  • Caldwell Sutter Capital left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.07% of Caldwell Sutter Capital's portfolio in Q3 2026, its #221 holding.
  • Caldwell Sutter Capital first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $230K in Q3 2024.
  • 699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.