Camelot Technology Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Camelot Technology Advisors’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	$903K	Sell	8,840 -34	-0.4%	-$3.6K	0.6%	36
2026 Q2	$968K	Sell	8,874 -348	-4%	-$37.9K	0.65%	30
2026 Q1	$1.01M	Sell	9,222 -435	-5%	-$48K	0.73%	28
2025 Q4	$1.06M	Sell	9,657 -196	-2%	-$21.8K	0.79%	26
2025 Q3	$1.1M	Sell	9,853 -139	-1%	-$15.3K	0.87%	23
2025 Q2	$1.1M	Buy	9,992 +36	+0.4%	+$3.86K	0.93%	22
2025 Q1	$1.08M	Buy	9,956 +9	+0.1%	+$970	0.98%	22
2024 Q4	$1.06M	Buy	9,947 +1,237	+14%	+$135K	0.96%	22
2024 Q3	$984K	Sell	8,710 -1,205	-12%	-$133K	0.87%	24
2024 Q2	$1.06M	Sell	9,915 -780	-7%	-$83.2K	0.98%	22
2024 Q1	$1.16M	Sell	10,695 -135	-1%	-$14.7K	1.07%	22
2023 Q4	$1.2M	Buy	+10,830	New	+$1.13M	1.22%	19

Other funds holding LQD

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Camelot Technology Advisors's LQD Position: Q3 2026 in Review

Camelot Technology Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 0.38% in Q3 2026, selling an estimated $3.6K and leaving 8,840 shares worth $903K. The position accounts for 0.6% of the portfolio, ranked #36.

Camelot Technology Advisors first reported a position in LQD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2023. 699 funds tracked by Wall St. Rank hold LQD as of Q3 2026.

Camelot Technology Advisors held 8,840 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $903K as of Q3 2026.
Camelot Technology Advisors sold 34 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.6K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.6% of Camelot Technology Advisors's portfolio in Q3 2026, its #36 holding.
Camelot Technology Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.2M in Q4 2023.
699 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.