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Capital Analysts LLC’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capital Analysts LLC’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
Q1 		$1.54M Sell
14,092
-886
-6% -$97.7K 0.04% 275
2025
Q4 		$1.65M Buy
14,978
+339
+2% +$37.7K 0.05% 253
2025
Q3 		$1.63M Sell
14,639
-18,832
-56% -$2.07M 0.05% 247
2025
Q2 		$3.67M Buy
33,471
+448
+1% +$48.1K 0.12% 149
2025
Q1 		$3.59M Sell
33,023
-294,997
-90% -$31.8M 0.13% 140
2024
Q4 		$35M Buy
328,020
+5,742
+2% +$628K 1.41% 15
2024
Q3 		$36.4M Buy
322,278
+10,878
+3% +$1.2M 1.48% 14
2024
Q2 		$33.4M Buy
311,400
+9,612
+3% +$1.03M 1.47% 13
2024
Q1 		$32.9M Buy
301,788
+2,164
+0.7% +$235K 1.53% 12
2023
Q4 		$33.2M Buy
299,624
+296,883
+10,831% +$30.9M 1.67% 12
2023
Q3 		$280K Buy
2,741
+2,615
+2,075% +$276K 0.02% 355
2023
Q2 		$14K Buy
126
+60
+91% +$6.49K ﹤0.01% 782
2023
Q1 		$7K Sell
66
-39
-37% -$4.22K ﹤0.01% 836
2022
Q4 		$11K Sell
105
-18
-15% -$1.88K ﹤0.01% 841
2022
Q3 		$13K Buy
123
+57
+86% +$6.28K ﹤0.01% 766
2022
Q2 		$7K Hold
66
– – ﹤0.01% 839
2022
Q1 		$8K Hold
66
– – ﹤0.01% 778
2021
Q4 		$9K Hold
66
– – ﹤0.01% 826
2021
Q3 		$9K Hold
66
– – ﹤0.01% 805
2021
Q2 		$9K Hold
66
– – ﹤0.01% 762
2021
Q1 		$9K Sell
66
-76
-54% -$10.1K ﹤0.01% 807
2020
Q4 		$20K Hold
142
– – ﹤0.01% 515
2020
Q3 		$19K Buy
142
+76
+115% +$10.4K ﹤0.01% 509
2020
Q2 		$9K Hold
66
– – ﹤0.01% 555
2020
Q1 		$8K Hold
66
– – ﹤0.01% 541
2019
Q4 		$8K Sell
66
-60
-48% -$7.64K ﹤0.01% 575
2019
Q3 		$16K Buy
126
+60
+91% +$7.56K ﹤0.01% 489
2019
Q2 		$8K Sell
66
-15
-19% -$1.8K ﹤0.01% 550
2019
Q1 		$9K Buy
81
+15
+23% +$1.74K ﹤0.01% 518
2018
Q4 		$7K Sell
66
-72
-52% -$8.1K ﹤0.01% 494
2018
Q3 		$16K Hold
138
– – ﹤0.01% 409
2018
Q2 		$16K Sell
138
-8
-5% -$921 ﹤0.01% 427
2018
Q1 		$17K Buy
146
+8
+6% +$945 ﹤0.01% 408
2017
Q4 		$17K Sell
138
-133
-49% -$16.1K ﹤0.01% 370
2017
Q3 		$33K Hold
271
– – ﹤0.01% 334
2017
Q2 		$32.7K Hold
271
– – ﹤0.01% 329
2017
Q1 		$32K Sell
271
-5
-2% -$587 0.01% 292
2016
Q4 		$32K Sell
276
-83,340
-100% -$9.9M 0.01% 295
2016
Q3 		$10.3M Buy
83,616
+4,569
+6% +$563K 1.93% 13
2016
Q2 		$9.7M Buy
79,047
+496
+0.6% +$59.5K 1.95% 12
2016
Q1 		$9.33M Buy
78,551
+4,281
+6% +$492K 1.87% 11
2015
Q4 		$8.47M Buy
74,270
+4,344
+6% +$502K 1.72% 11
2015
Q3 		$8.12M Buy
69,926
+7,767
+12% +$898K 1.55% 14
2015
Q2 		$7.19M Buy
62,159
+7,389
+13% +$875K 1.47% 12
2015
Q1 		$6.67M Buy
54,770
+2,720
+5% +$330K 1.39% 13
2014
Q4 		$6.22M Buy
52,050
+1,066
+2% +$127K 1.37% 13
2014
Q3 		$6.03M Buy
50,984
+3,824
+8% +$455K 1.41% 13
2014
Q2 		$5.62M Buy
47,160
+3,808
+9% +$451K 1.37% 14
2014
Q1 		$5.07M Buy
43,352
+3,281
+8% +$380K 1.33% 14
2013
Q4 		$4.58M Buy
40,071
+1,649
+4% +$188K 1.24% 14
2013
Q3 		$4.36M Buy
38,422
+2,179
+6% +$247K 1.31% 14
2013
Q2 		$4.12M Buy
+36,243
New +$4.31M 1.3% 13

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Capital Analysts LLC's LQD Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 5.9% in Q1 2026, selling an estimated $97.7K and leaving 14,092 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #275.

Capital Analysts LLC first reported a position in LQD in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.4M in Q3 2024. 1,095 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Capital Analysts LLC held 14,092 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.54M as of Q1 2026.
  • Capital Analysts LLC sold 886 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $97.7K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.04% of Capital Analysts LLC's portfolio in Q1 2026, its #275 holding.
  • Capital Analysts LLC first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $36.4M in Q3 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.