Capstone Investment Advisors
LQD icon

Capstone Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Capstone Investment 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
Q1 		– Sell
-64,001
Closed -$7.06M – 1747
2025
Q4 		$7.05M Sell
64,001
-113,935
-64% -$12.7M 0.01% 311
2025
Q3 		$19.8M Buy
177,936
+105,717
+146% +$11.6M 0.04% 204
2025
Q2 		$7.92M Buy
72,219
+42,618
+144% +$4.57M 0.02% 306
2025
Q1 		$3.22M Sell
29,601
-95,533
-76% -$10.3M 0.01% 563
2024
Q4 		$13.4M Buy
125,134
+61,333
+96% +$6.71M 0.03% 296
2024
Q3 		$7.21M Sell
63,801
-16,300
-20% -$1.8M 0.02% 370
2024
Q2 		$8.58M Buy
80,101
+24,800
+45% +$2.65M 0.03% 338
2024
Q1 		$6.02M Sell
55,301
-41,500
-43% -$4.51M 0.02% 385
2023
Q4 		$10.7M Sell
96,801
-13,200
-12% -$1.37M 0.03% 327
2023
Q3 		$11.2M Buy
110,001
+102,501
+1,367% +$10.8M 0.05% 256
2023
Q2 		$811K Buy
+7,500
New +$811K ﹤0.01% 940
2023
Q1 		– Sell
-25,000
Closed -$2.71M – 1630
2022
Q4 		$2.64M Hold
25,000
– – 0.02% 606
2022
Q3 		$2.56M Sell
25,000
-235,000
-90% -$25.9M 0.02% 652
2022
Q2 		$28.6M Buy
+260,000
New +$29.4M 0.14% 88
2021
Q1 		– Sell
-18,023
Closed -$2.49M – 1848
2020
Q4 		$2.49M Buy
18,023
+11,458
+175% +$1.56M 0.01% 810
2020
Q3 		$884K Sell
6,565
-7,728
-54% -$1.05M ﹤0.01% 1044
2020
Q2 		$1.92M Buy
+14,293
New +$1.86M 0.01% 723
2018
Q3 		– Sell
-32,757
Closed -$3.75M – 1324
2018
Q2 		$3.75M Sell
32,757
-11,446
-26% -$1.32M 0.06% 189
2018
Q1 		$5.19M Buy
44,203
+22,695
+106% +$2.68M 0.1% 139
2017
Q4 		$2.61M Buy
21,508
+16,201
+305% +$1.96M 0.07% 146
2017
Q3 		$643K Sell
5,307
-26,063
-83% -$3.15M 0.02% 279
2017
Q2 		$3.78M Buy
31,370
+8,454
+37% +$1.01M 0.1% 172
2017
Q1 		$2.7M Sell
22,916
-76,902
-77% -$9.03M 0.07% 227
2016
Q4 		$11.7M Buy
+99,818
New +$11.9M 0.36% 58

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 $6.73T AUM 46.02% 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 $419B AUM 43.02% 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 $52B AUM 24.53% 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 $5.64B AUM 18.33% 1-Year Est. Return

Capstone Investment Advisors's LQD Position: Q1 2026 in Review

Capstone Investment Advisors sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2026, closing a stake of 64,001 shares — an estimated $7.06M sold.

Capstone Investment Advisors first reported a position in LQD in Q4 2016 and held it in 24 quarters. The position peaked at $28.6M in Q2 2022. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

  • Capstone Investment Advisors reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 64,001 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.06M.
  • Capstone Investment Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
  • Capstone Investment Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $28.6M in Q2 2022.
  • 1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.