Capitol Family Office’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capitol Family Office’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	$1.28M	Buy	11,701 +2,707	+30%	+$295K	1.35%	14
2026 Q1	$991K	Hold	8,994	–	–	1.17%	14
2025 Q4	$991K	Buy	8,994 +804	+10%	+$89.4K	1.17%	14
2025 Q3	$913K	Buy	8,190 +88	+1%	+$9.67K	1.11%	15
2025 Q2	$888K	Buy	8,102 +105	+1%	+$11.3K	1.16%	15
2025 Q1	$869K	Buy	+7,997	New	+$862K	1.23%	15

Other funds holding LQD

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

NDSIB

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

Capitol Family Office's LQD Position: Q2 2026 in Review

Capitol Family Office increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 30% in Q2 2026, buying an estimated $295K and bringing the position to 11,701 shares worth $1.28M. The position accounts for 1.35% of the portfolio, ranked #14.

Capitol Family Office first reported a position in LQD in Q1 2025 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

Capitol Family Office held 11,701 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.28M as of Q2 2026.
Capitol Family Office bought 2,707 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $295K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.35% of Capitol Family Office's portfolio in Q2 2026, its #14 holding.
Capitol Family Office first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
599 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.