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Cape Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cape Investment Advisory’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 		$22.5K Buy
+206
New +$22.4K 0.01% 677
2026
Q1 		– Sell
-208
Closed -$23K – 769
2025
Q4 		$23K Buy
208
+13
+7% +$1.45K 0.01% 579
2025
Q3 		$21.7K Hold
195
– – 0.02% 315
2025
Q2 		$21.4K Hold
195
– – 0.01% 497
2025
Q1 		$21.2K Hold
195
– – 0.01% 469
2024
Q4 		$20.8K Hold
195
– – 0.01% 472
2024
Q3 		$22K Sell
195
-39
-17% -$4.32K 0.01% 443
2024
Q2 		$25.1K Sell
234
-219
-48% -$23.4K 0.01% 396
2024
Q1 		$49.3K Sell
453
-649
-59% -$70.5K 0.02% 309
2023
Q4 		$122K Buy
1,102
+379
+52% +$39.5K 0.06% 197
2023
Q3 		$73.8K Buy
723
+440
+155% +$46.4K 0.04% 237
2023
Q2 		$30.6K Sell
283
-50
-15% -$5.41K 0.02% 369
2023
Q1 		$36.5K Buy
+333
New +$36.1K 0.02% 324

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

Cape Investment Advisory's LQD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026: 206 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LQD as recently as Q4 2025.

Cape Investment Advisory first reported a position in LQD in Q1 2023 and has held it in 13 quarters since. The position peaked at $122K in Q4 2023. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Cape Investment Advisory held 206 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $22.5K as of Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #677 holding.
  • Cape Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $122K in Q4 2023.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.