CTA
LQD icon

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
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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Camelot Technology Advisors's LQD Position: Q2 2026 in Review

Camelot Technology Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.8% in Q2 2026, selling an estimated $37.9K and leaving 8,874 shares worth $968K. The position accounts for 0.65% of the portfolio, ranked #30.

Camelot Technology Advisors first reported a position in LQD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2023. 170 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Camelot Technology Advisors held 8,874 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $968K as of Q2 2026.
  • Camelot Technology Advisors sold 348 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $37.9K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.65% of Camelot Technology Advisors's portfolio in Q2 2026, its #30 holding.
  • Camelot Technology Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Camelot Technology Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.2M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.