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Capricorn Fund Managers’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capricorn Fund Managers’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 		– Sell
-12,959
Closed -$1.41M – 198
2026
Q1 		$1.41M Buy
12,959
+1,517
+13% +$167K 0.22% 82
2025
Q4 		$1.26M Buy
11,442
+40
+0.4% +$4.45K 0.3% 67
2025
Q3 		$1.27M Buy
+11,402
New +$1.25M 0.43% 50

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

Capricorn Fund Managers's LQD Position: Q2 2026 in Review

Capricorn Fund Managers sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2026, closing a stake of 12,959 shares — an estimated $1.41M sold.

Capricorn Fund Managers first reported a position in LQD in Q3 2025 and held it in 3 quarters. The position peaked at $1.41M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Capricorn Fund Managers reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capricorn Fund Managers sold 12,959 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.41M.
  • Capricorn Fund Managers first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Capricorn Fund Managers's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.41M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.