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
2020
Q4 		– Sell
-16,500
Closed -$2.22M – 1713
2020
Q3 		$2.22M Buy
+16,500
New +$2.25M 0.01% 768

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

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. 1,099 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.
  • 1,099 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.