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Calton & Associates’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Calton & Associates’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 		$3.51M Buy
32,190
+1,145
+4% +$125K 0.51% 39
2026
Q1 		$3.38M Buy
31,045
+1,379
+5% +$152K 0.49% 47
2025
Q4 		$3.27M Buy
29,666
+502
+2% +$55.8K 0.48% 42
2025
Q3 		$3.25M Buy
29,164
+94
+0.3% +$10.3K 0.49% 45
2025
Q2 		$3.19M Buy
29,070
+2,548
+10% +$273K 0.55% 40
2025
Q1 		$2.88M Buy
+26,522
New +$2.86M 0.66% 34
2024
Q4 		– Sell
-19,991
Closed -$2.26M – 241
2024
Q3 		$2.26M Buy
+19,991
New +$2.21M 0.86% 28
2022
Q2 		– Sell
-2,539
Closed -$307K – 306
2022
Q1 		$307K Sell
2,539
-14,039
-85% -$1.75M 0.09% 245
2021
Q4 		$2.2M Sell
16,578
-6,599
-28% -$877K 0.59% 38
2021
Q3 		$3.08M Buy
23,177
+19,897
+607% +$2.69M 0.67% 32
2021
Q2 		$440K Sell
3,280
-390
-11% -$51.4K 0.08% 217
2021
Q1 		$477K Sell
3,670
-15,443
-81% -$2.05M 0.09% 190
2020
Q4 		$2.64M Buy
19,113
+11,736
+159% +$1.6M 0.47% 43
2020
Q3 		$994K Sell
7,377
-1,885
-20% -$257K 0.2% 87
2020
Q2 		$1.25M Buy
9,262
+799
+9% +$104K 0.27% 68
2020
Q1 		$1.04M Sell
8,463
-2,024
-19% -$258K 0.26% 72
2019
Q4 		$1.34M Buy
10,487
+223
+2% +$28.4K 0.27% 71
2019
Q3 		$1.31M Buy
10,264
+6,237
+155% +$786K 0.29% 66
2019
Q2 		$501K Sell
4,027
-72
-2% -$8.65K 0.14% 126
2019
Q1 		$488K Sell
4,099
-2,528
-38% -$293K 0.15% 133
2018
Q4 		$748K Buy
6,627
+2,476
+60% +$278K 0.28% 76
2018
Q3 		$477K Sell
4,151
-1,223
-23% -$141K 0.14% 122
2018
Q2 		$618K Sell
5,374
-912
-15% -$105K 0.18% 96
2018
Q1 		$738K Sell
6,286
-4,371
-41% -$516K 0.21% 96
2017
Q4 		$1.28M Buy
+10,657
New +$1.29M 0.32% 52

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

Calton & Associates's LQD Position: Q2 2026 in Review

Calton & Associates increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.7% in Q2 2026, buying an estimated $125K and bringing the position to 32,190 shares worth $3.51M. The position accounts for 0.51% of the portfolio, ranked #39.

Calton & Associates first reported a position in LQD in Q4 2017 and has held it in 25 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Calton & Associates held 32,190 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $3.51M as of Q2 2026.
  • Calton & Associates bought 1,145 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.51% of Calton & Associates's portfolio in Q2 2026, its #39 holding.
  • Calton & Associates first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 25 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.